Information

  • Location:

  • Employee Reviewed:

  • Manager:

  • Select date

Greeting

  • Was the customer met near the front of the store within 3 seconds of entering?

  • Did you hear "welcome to sprint?"

  • Was their an exchange of names?

  • Overall score for customer greeting:

Qualifying Questions: check all that were asked/info gathered

  • How many lines are they looking for?

  • Who are the users?

  • Who is their current carrier?

  • How important is coverage? Do they travel? Did they do a coverage check on the iPad?

  • What phone do they have now? Likes and dislikes?

  • Do they have a wish list? What improvements would they like to see in the new model? Durability? Battery life? Screen size? Storage size/memory card? Etc...

  • What apps do they use most?

  • What other electronics do they have in the home? Tablets? Which OS?

  • Overall score for qualifying questions:

Presentation

  • Did the rep use personalized answers from the qualifying questions in order to make recommendations?

  • Did the rep explain personalized BENEFITS in their pitch, rather than general features?

  • Did the rep "BUNDLE" the monthly and out of pocket price with SPC?

  • Was their an iPad presentation?

  • Did the rep SHOW at least one protection accessory and one power accessory?

  • Was TEP addressed during the presentation phase?

  • Was Buyback addressed during the presentation phase?

  • Overall score for presentation:

Additional products

  • Rank the SPC pitch:

  • Rank the iPad pitch:

  • Rank the TEP pitch

  • Rank the accessory pitch:

  • Rank the Buyback pitch: Did the rep ask the customer to bring in additional phones from home?

Closing

  • Did the rep ask for the sale using a soft or hard close?

  • Was their an objection?

  • Did the rep overcome the objection?

Support

  • Was ready now performed?

  • Was CSAT and Ready Now pitched correctly?

  • Rank the CSAT/Ready Now pitch:

  • Did the rep offer assistance with anything in the future and offer a business card?

  • Did the rep ASK for referrals?

Recap:

  • How many phones purchased?

  • Emerging Product purchased?

  • How many accessories purchased?

  • Buyback?

  • TEP?

  • Please rank the sale overall:

  • Manager Comments:

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.