Title Page

  • Conducted on

  • Prepared by

  • Location

Store info:

  • Store #

MTD Sales

  • Store PSPD

  • Store PPPD

  • Store Accessory Attach

  • Store Protection Attach

Rep Sales

  • Rep PSPD

  • Rep PPPD

  • Rep Accessory Attach

  • Re Protection Attach

Observation

  • Did you listen to a Minimum of 10 of the Sales Rep’s engagements and provide training/feedback?

  • Does the Sales Rep know all of the current Carrier Promotions and Plans?

  • Did you conduct Skill Drills, Training Exercises and/or Role Play with the WSP?

  • Skill drill/ Role Play scenario and notes:

  • Did rep average at least 1 PA announcement every hour while you were in store?

  • Does the employee know how to login into the Learning Portal, and have they <br>completed all of their training?<br>

  • How many trainings are incomplete?

  • Based on MTD performance, will this employee be delivered any formal documentation today?

  • What level of documentation is being delivered?

Operations

  • Do all employees have working NAOID’s & Warp ID’s?

  • Which reps were missing logins, and was this addressed?

  • Is the store fully staffed?

  • What steps are you taking to rectify your staffing?

  • Does the store have 2 working Warp stations? (Complete with working ingenicos/printers)

  • What components are incomplete/not working?

  • Are the Fact Flags, Promotional materials, and Carrier Price Plans updated and correct?

  • What date were they updated by YOU?

  • Does this store have adequate levels of value devices across all carriers?

  • What devices/carriers is the location lacking?

  • Did you order additional inventory today?

Wrap up

  • How long was your Store Visit today?

  • What tangible impact did you make on your business today?

  • Which member of Walmart management did you speak with today?

  • How many sales were completed while you were in store today

  • What will you do differently on your next visit to this location to impact sales even further?

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.