Title Page

  • Document No.

  • Audit title

  • Route to market:

  • Location
  • Date of visit

  • Trainer

  • Advisors name and payroll:

  • Area manager:

Pre visit

Prior to the visit

  • What areas did the advisor highlight on their online feedback?

  • What information do you want to check upon arrival to the stand? (This could be recent price changes/ offers/ software updates or any other recent updates detailed via portal or iKnow briefs) Please prepare questions you will ask below

Arrival to the stand

  • Was the advisor able to answer your knowledge check questions correctly?

During visit

During the visit

  • Is this a 'live feed stand'?

  • What is available at the location?

  • Whilst at the stand did you observe the advisor talk to a potential customer about Sky Q?

  • If 'No' please move to the next category entitled 'Trainer showcase'

Customer journey

  • Was it a new or existing customer?

  • If a new customer who is their current provider? If existing what do they currently have?

  • Did the customer initiate the conversation around which product they were interested in?

  • Whilst profiling the customer, did the advisor ask enough questions to be able to recommend the most suitable viewing platform?

  • When recommending or discussing Sky Q as an option did the advisor meet any objections from the customer?<br><br>This could be price, install times, suitability of the product or any other objections

  • Did the advisor at anytime have to switch between Sky Q and Sky+ HD? Based on your observations was this done effectively without devaluing either product?

  • Which features of Sky Q did they showcase?

  • Was this done confidently and with full knowledge of the product?

  • When asked questions by the customer was the advisor able to answer reference any terms and conditions, prices and restrictions of the set up?

Feedback on what you saw:

  • Further actions to take forward:

Trainer showcase

  • This section only to be completed if a customer observation is not possible

Trainer showcase

  • What features did you ask the advisor to showcase to you?

  • Other:

Feedback on what you saw:

  • Further actions to take forward:

Sign off page

Additional support:

  • Does the advisor require additional support?

  • If yes, in what way?

  • Is an additional visit planned as part of this support?

Sign off

  • Based on the visit I am signing to acknowledge I have received feedback and agree that the comments are a true reflection of the visit.

    I am also aware that this document will be emailed to my Area Manager and myself afterwards

  • Advisor comments:

  • Advisor signature

  • Trainer signature

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.