Title Page

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Sales & Questions

  • Did the advisor welcome the customer by saying hello, asking for ID to enter the account and get them seated within 30 seconds of the customer entering store?

  • Was the customer asked if they have a tablet and if they would like to use their current one on the move/ Like a new one ?

  • Was the customer asked if they top up anyone else or pay for anyone else's bills?

  • Was the customer asked if they have their landline discount with EE?

  • Was all of the above asked before any price was mentioned for a phone?

Demo

  • Was a live handset AND live tablet demo given? <br>

  • If no tablet was shown, was a mifi box shown?

Service

  • Was a welcome wallet given to the customer at the end of the sale?

  • Was the customers contacts copied for them?

  • Was the NPS text mentioned detailing it will be from 249, scoring of 9 or 10 and explaining that the text is purely about their service? <br>

  • Was the no change of mind policy explained with the back of receipt circled? <br>

  • Was the RPI increase explained to the customer?

General Feedback

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.