Site Membership Sales Audit

Are the sales staff on duty in the correct uniform and wearing name badges?

Is the sales rota company standard, covering the core hours of the business?

Is there a pecking order in place at reception stating who can deliver the sales process in absence of the sales team?

Do the reception team have a copy of the rota for the sales team?

Do the reception team have a copy of appointments for today?

Is there a 1-31 outreach planner fully completed on the SAS including person responsible and targets?

Is there a copy of the weekly 1-2-1 meetings (from the SAS) documented from the SM to CAs?

Is there a copy of the GM weekly meeting (from the SAS) for this week and the previous 2 weeks?

Is there a copy of the monthly review (from the SAS) been completed for last month with the GM, SM and CSM/ASM?

Are there copies of the manual (A3 sheet) SAS for each CA for today and their previous 3 shifts?

Are we using the most up to date SAS?

Is there a whiteboard in the sales office and is it up today date including activity for the team and site with run-rate for the month?

Is there a copy of the weekly 1-2-1 meetings (from the SAS) documented from the SM to CAs?

Is there a copy of the GM weekly meeting (from the SAS) for this week and the previous 2 weeks?

Is there a copy of the monthly review (from the SAS) been completed for last month with the GM, SM and CSM/ASM?

Have we completed and documented coaching for the last Places Pulse visit?

Do we have an improvement action plan for Places Pulse performance?

Is the ASM/CSM documented action plans monthly for each site which records any training/coaching?