Title Page

  • Conducted on

  • Prepared by

  • Location
  • Colleague

GREET

First impressions

  • Floor clean and free of rubbish?

  • Store free from overflowing bins?

  • Desks clean and clutter free?

  • Displays and fixtures clean and clutter free?

  • Are windows clean?

  • Cpw fascia clean?

Perfect greet and compelling reasons

  • Acknowledged within 20 seconds?

  • Did consultant start discussing the sales journey within 4 minutes?

  • Did consultant introduce him/herself?

  • Asked purpose of visit?

  • Did consultant ask whether you shopped with Cpw before?

Reasons to buy - did consultant mention the following?

  • We deal with more networks

  • We have more tariffs

  • We use pinpoint

  • Best value deals

  • Price promise

  • Data calculator

Right Sell

Introducing pinpoint - did the consultant mention the following?

  • Consultant explained they will ask you information on how you use your phone on the pinpoint tablet

  • Pinpoint searches all available networks and all their tariffs

  • Pinpoint compares deals to get the right one for you and save you money

Show and future proof

  • Did consultant show a minimum of 2 available tariffs?

  • Did consultant show you a final recommendation?

  • Did consultant highlight best match based on your needs?

Benefits of next tariff up

  • Did consultant explain data calculator?

  • Did consultant establish current and future data needs using the calculator?

  • Did consultant mention next tariff up based on future usage?

  • Did consultant explain benefits of next tariff up and how it could save you money in the future?

Close and Farewell

Did consultant attempt to close the sale?

  • Did consultant summarise benefits of recommended deal?

  • Did consultant summarise how the recommended deal matched needs?

  • Did consultant summarise benefits of Cpw?

  • Did consultant build confidence in the deal further using price promise?

  • Did consultant recommend Amy accessories?

  • Did consultant invite to till to proceed?

Brilliant farewell

  • Did consultant thank with a smile?

  • Did consultant encourage to visit again?

  • would you have bought today?

Tablet adoption

  • Did the consultant?

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.