RM Visit

• Store

• Completed by

• Duty Manager

• Conducted on

  Date

Store Standards

• Are all lights in the store working?

  Yes

  No

• Is the stores POS as per VM app?

  Yes

  No

• First Impressions - up to date Windows & Chalkboard?

  Yes

  No

• Are all live devices charged and working?

  Yes

  No

• Are all dummy devices displayed?

  Yes

  No

• Are all accessories holders fully stocked?

  Yes

  No

• Are all price tickets displayed?

  Yes

  No

• Is the EETV demo display on and working?

  Yes

  No

• Is the shop floor clean and tidy?

  Yes

  No

• Is the back office clean and tidy?

  Yes

  No

• Is the stock room tidy and organised?

  Yes

  No

People

• Is the store actively using BEST recognition?

  Yes

  No

• Has all current e-learning been completed?<br>SAFE, October Commercials, Disability, Bribery, IT & DPA.

  Yes

  No

• Is there evidence of coaching for team members?

  Yes

  No

• Have monthly reviews been completed on My Performance?

  Yes

  No

• Has every team member got an active PDP in place?

  Yes

  No

• Is there any recruitment needs?

  Yes

  No

• Are there any current performance/HR issues in store?

  Yes

  No

• What's the stores PULSE plan?

Customer

• Advisor knows Sales NPS score?

  Yes

  No

• Are all welcome wallets available and being used?

  Yes

  No

• Can Advisor talk through the EE Way?

  Yes

  No

• Is the cellebrite machine working and being used?

  Yes

  No

• Is the repair laptop working and being used?

  Yes

  No

• Is the #1 for service board setup and being used?

  Yes

  No

• Is the store currently achieving target on Sales NPS MTD?

  Yes

  No

• Is the store currently achieving target on Service NPS MTD?

  Yes

  No

• Is the store currently achieving target on Excalibur Usage MTD?

  Yes

  No

• Did the store pass the last EE Way report?

  Yes

  No

Sales Performance

• Aware of team zero sellers?

  Yes

  No

• Advisor knows own sales performance actual vs target?

  Yes

  No

• Can Advisor confidently talk through latest offers? (Key, P2P, Tablet, Home)

  Yes

  No

• Can Advisor confidently pitch Insurance?

  Yes

  No

• Is the store currently on QTD Value?

  Yes

  No

• Is the store currently achieving MTD PAYM Volume?

  Yes

  No

• Is the store currently achieving MTD HBB Volume?

  Yes

  No

Reward

• Is the latest commissions matrix displayed?

  Yes

  No

• Is the latest Value report displayed?

  Yes

  No

• Can advisor show where Commissions information is on the intranet?

  Yes

  No

Compliance & Operations

• Has the store planned six weeks ahead with their rota and is it visible?

  Yes

  No

• Advisor aware of latest This Week / This Weekend messages?

  Yes

  No

• Has the latest H&S check been completed?

  Yes

  No

• Is the forced churn folder up to date?

  Yes

  No

• Is the stock location secure?

  Yes

  No

• Are all RA handsets submitted?

  Yes

  No

• Random check CIF reconciliation. Compliant?

  Yes

  No

• Is the fire log book up to date?

  Yes

  No

• Are the fire exits clear?

  Yes

  No

• RM Visit Summary

• Actions RM

• Actions SM/AM/SA

• RM Signature

  Sign

• Duty Manager Signature

  Sign