Title Page

  • Conducted on

  • Prepared by

  • Was the consultant looking approachable, professional and no phone hand

  • Was customer acknowledged within 30 seconds of entering store

  • If there's a queue, was the customer acknowledged, understood if it's a query or small item purchase and given a time scale

  • Was customer approached and rapport built?

  • If any of the following - accessory, enquiry, return, repair, claim or general customers - was switching/upgrade talked about

  • During pin point journey - was broadband seeded early

  • During pin point journey, was team knowhow seeded early

  • Was team knowhow introduced using the customers lifestyle

  • If customer isn't sure about contract/phone, did the consultant give a good demo of the phone?

  • If customer unsure of price or end date of broadband, did consultant call provider?

  • Did consultant find out early upgrade

  • Was trade in offered to overcome early upgrade cost or upfront costs

  • Was broadband asked to save monthly and some upfront cost

  • When queried about item on shop floor, did consultant ask about upgrade/switching

  • Did consultant bring over 5 customers about switching/upgrading

  • Contract sold

  • Broadband sold

  • Team knowhow sold?

  • Was 2nd line introduced?

  • Was discount used?

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.