Title Page
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Client / Site
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Conducted on
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Prepared by
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Did the Advisor greet the customer in a friendly manner?
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Did the Advisor show empathy and a willingness to help the customer with their issue?
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Comment..
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Did the Advisor utilise Excalibur to help the customer with their query?
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What was the reason for the customer's visit to the store?
- Billing Query
- Sim Replacement
- Change of Address
- Change of Direct Debit Details
- Other.. Please detail below
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Comment..
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Was the customer's query resolved?
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Did the Advisor use an NPS card at the end of the transaction? (Did they explain the NPS text to the customer?)
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Was the NPS card attached to a compass print out?
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Any other information...
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ADVISOR SIGNATURE
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AUDITOR SIGNATURE
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Take a picture as evidence
