Information

  • Conducted on

  • Coach

  • Person coached

Greeting Customer

  • Did rep pull customer from virtual queue?

  • Did rep review account in CST prior to greeting customer?

  • Did rep introduce self and shake customers hand?

  • Did rep set expectation that the customer will leave very satisfied with their experience?

Device

  • Did rep ask lifestyle questions to determine best phone option for customer?

  • What does the customer do for fun?

  • What type of work does the customer do?

  • Did the rep ask additional lifestyle questions?

  • What phone company is the customer's landlines phone through?

  • Did the rep take the customer to the tablet table?

Accessories

  • Did the rep put accessories in the customer's hands?

  • Did the rep build a bundle that consisted of at least $62/hs?

  • Did the rep take the customer by the sound table and the blue tooth table?

Device protection

  • Did the rep position Tep as an accessory to the phone?

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.