Title Page

  • Advisor Name

  • Conducted by

  • Store Code

  • Done on

  • Is there someone at the podium?

  • Was the customer acknowledged?

  • Are all staff in uniform?

  • Was the advisor wearing a name badge?

  • Did the advisor introduce themselves?

  • Was there a demo?

  • Was the customers needs elaborated?

  • Was there a compass sheet if it was a top up?

  • Was there a line check done for HBB?

  • Did the advisor discuss any plans/tariffs with the customer?

  • Was wifi calling demonstrated?

  • Was there a coverage checker done?

  • Did they summarise the customers needs?

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.