Information
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Document No.
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Audit Title
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
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Did the sales associate ask questions to determine what type of plan you would need?
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Doc the sales associate ask questions to determine data usage?
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Did the sales associate recommend a specific plan and explain how it would meet your needs?
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What plan was recommended?
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Did the sales rep mention any add on features available with with data plans to to extend your data?
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Did the sales rep ask questions to to determine best phone you would need?
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Do the sales associate demonstrate any phone features or applications using one or more phones?
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Did the sales associate recommend a specific phone or type of phone and explain how it would fit your needs?
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If so what phone was recommended?
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Did the sales associate mention that you would have any fees? (Restocking, activation, SIM card)
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Outstanding issues
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Misc notes and action items
