Information
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RBC Name
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Host Store
SFDC Compliance
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How many unread leads are present?
- 0
- <1
- <2
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How many leads are in "Investigating" status?
- 0
- <1
- <2
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For UTC customers, is there evidence to suggest numerous attempts have been made to contact the customer via email and telephone?
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Has there been any attempt to contact customers within 24 Hours of receiving the lead?<br>(Must be annotated on SFDC)
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How many 5 day warnings have been received in the last 30 days?
- 0
- 1
- 2
- 3
- 4
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How many 7 day warnings/auto-accepts have been received in the last 30 days?
- 0
- 1
- 2
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Are there any Opportunities outside of 6 months?
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In opportunities, are there any "Close" dates in the past?
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Is the "Buying cycle" up to date?
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For "Deal Sent" customers, is there a deal uploaded?
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Is there a "Next action" date logged for each customer?<br>What/Where/When<br>Does it correspond with diary?<br>Does it correspond with "Close" date?
Training
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IT Security
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Data Protection Act
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Bribery and Corruption
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Disability awareness
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Quality management
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Health and Safety
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Competition Law
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The way we work
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Diversity
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Social Media
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Frontline Focus
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BT Undertakings
Admin
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Is there a monthly update to the Host Regional Manager, Store managers and Business Regional Manager?
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Has the RBC got a digital diary on SFDC which is replicated on Outlook?
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Has the RBC got all holidays logged on Outlook (sent to Business RM and Cover RBC)?
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Has the RBC got any customer data in paper diaries or on non-compliant digital software (Excel etc.)?
- Paper diary
- Excel or equivalent
- No
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Does the RBC understand the commission scheme?
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Has the RBC provided Astute/Lead feedback in the last 7 days?
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Is the RBC able to talk through latest promotion/DOTW?
Store Presence
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Is there a "Contact me" sheet in a prominent location in host & halo stores?
- Yes
- No
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Photo of RBC back office board
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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
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Is the Host/Halo store aware of the RBCs appointments?
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Has the RBC got an appropriate voicemail recording?
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Is the next Host Regional Meeting in the RBC diary? *Only a slot required, not the full day
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Is there anything the store feel would increase the impact of the RBC?
Sign off
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Regional Manager
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Business Consultant
