• Store Name

  • CC Name

  • Conducted on

  • BM present

  • Prepared by

Pin Point

  • 'Why we are different' screen viewed and the 3 reasons why we are different explained to customer?

  • 'Live tariff check' page shown to customer and clearly explained how it works and how we are comparing our deals.

  • 'What network are you currently on' screen completed - Must select both the network and the current payment method

  • 'What we're going to do today' screen completed in full. Must select Trade in OR check the 'No phone' box where applicable to complete

  • Explore 4G - Did the consultant explore 4G by triggering the video from the 'Explore 4G ' button

  • 'Select Phone' - Did the consultant select a phone and click 'I want this phone'?

  • Did the consultant discuss current data usage with customer and future proof the calculation?

  • Did the consultant accept the future proofed data calculation?

  • Did the consultant select Texts and confirm?

  • Did the consultant select Minutes and confirm?

  • Did the consultant perform a network coverage check? Note: A network must be selected next to the coverage map

  • Did the consultant select the product ID from right sell or manually enter?

  • Did the consultant enter the transaction number on the 'Sorted' screen?

RAG Report

  • Pin Point

  • Comment

  • Customer Consultant Signature

  • Branch Manager Sign off

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.