For UTC customers, is there evidence to suggest numerous attempts have been made to contact the customer via email and telephone?
Has there been any attempt to contact customers within 24 Hours of receiving the lead?
(Must be annotated on SFDC)
Are there any Opportunities outside of 6 months?
In opportunities, are there any "Close" dates in the past?
Is the "Buying cycle" up to date?
For "Deal Sent" customers, is there a deal uploaded?
Is there a "Next action" date logged for each customer?
Does it correspond with diary?
Does it correspond with "Close" date?
Data Protection Act
Bribery and Corruption
Health and Safety
The way we work
Is there a monthly update to the Host Regional Manager, Store managers and Business Regional Manager?
Has the RBC got a digital diary on SFDC which is replicated on Outlook?
Has the RBC got all holidays logged on Outlook (sent to Business RM and Cover RBC)?
- Paper diary
- Excel or equivalent
Does the RBC understand the commission scheme?
Has the RBC provided Astute/Lead feedback in the last 7 days?
Is the RBC able to talk through latest promotion/DOTW?
Is the RBC in full uniform? Shop floor requires full EE uniform (Yellow or Aqua Polo Shirt - EE jacket optional) Name badge essential. If on customer/offsite visit, smart business dress* must be in place. *Plain colour, smart collared shirt/blouse no ripped jeans
Is the Host/Halo store aware of the RBCs appointments?
Has the RBC got an appropriate voicemail recording?
Is the next Host Regional Meeting in the RBC diary? *Only a slot required, not the full day
Is there anything the store feel would increase the impact of the RBC?