4969 Bundle Authentication

• Client / Site

• Conducted on

  Date

• Prepared by

CUSTOMER RECORD SHEET

• Did the Advisor ask lifestyle questions to help build the perfect package for the customer?

  Yes

  No

• Did the Advisor detail this on the breakdown sheet? (Occupation, Family etc.)

  Yes

  No

• Are you, as the Auditor, satisfied with the profile the Advisor has detailed on the breakdown sheet. Is it clear that each product sold will benefit the customer's lifestyle?

  Yes

  No

• Did the Advisor VERBALLY tell the customer how many lines they will now have on their account? (AS WELL AS DETAILING EACH MOBILE NUMBER ON THE RECORD SHEET)

  Yes

  No

• Did the Advisor VERBALLY tell the customer how much each product will cost. (ASWELL AS CLEARLY DETAILING PRICES ON THE RECORD SHEET)

  Yes

  No

• Did the Advisor VERBALLY tell the customer about pro rata billing (ASWELL AS DETAILING THE AMOUNTS ON THE RECORD SHEET)

  Yes

  No

• Did the Advisor inform the customer should they need to call CS for any reason they would need to be specific about which number they are enquiring about?

  Yes

  No

SET ME UP BRILLIANTLY

• Was each device set up? If the customer refused a set up - Does the customer understand what each device can be used for? Was animation used to aid in the customer's understanding?

  Yes

  No

  Customer refused setup

• Picture of the Customer Record Sheet

  Media

• Is the customer record sheet signed by the customer?

  Yes

  No

BE THERE WHEN I NEED YOU

• Did the Advisor provide the customer with the STORE CONTACT NUMBER as first point of contact?

  Yes

  No

• Did the Advisor score a promoter on the NPS card?

  Yes

  No

• ANY COMMENTS

• ADVISOR SIGNATURE

  Sign

• AUDITOR SIGNATURE

  Sign