Observation Form

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

I will connect

• Start conversation with NBC

  Yes

  No

  Progress

I will solve with EASE

• E - Establish needs: Ask a minimum of 5 open ended questions

  Yes

  No

  Progress

• A - Acknowledge needs

  Yes

  No

  Progress

• S - Showcase

  Yes

  No

  Progress

• E - Engage the customer

  Yes

  No

  Progress

I will add-on

• Offer Accessory: minimum 2

  Yes

  No

  Progress

• Offer SPC

  Yes

  No

  Progress

I will close

• Overcome Objections

  Yes

  No

  Progress

I will set customer expectations

• Email Setup

  Yes

  No

  N/A

• Voicemail setup

  Yes

  No

  N/A

• First bill explanation

  Yes

  No

  N/A

• Self Serve tutorial

  Yes

  No

  N/A

• Product value explanation

  Yes

  No

  N/A

• Coach Signature

  Comments

• Rep Signature

  Comments