Title Page
-
Conducted on
-
Prepared by
-
Location
-
Add signature
Staffing
-
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?
Planning
-
Is there a 1-31 outreach planner fully completed on the SAS including person responsible and targets?
Activity
-
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?
Review
-
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?
