Title Page
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Document No.
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Audit Title
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
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Employee Being Evaluated
Greeting/Mannerism
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Gave Name and Company
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Friendly Throughout Visit
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Established Rapport
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Project Confident Image and Knowledge Throughout Visit
Identify Customer Need
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Confirm Understanding of Customers Request
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Attempted Up Sell Opportunity
Install (Service Order)
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Fill out Install Checklist, Customer Signed Attached to Vault
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Review with Customer everything completed/uncompleted and any follow up that may be required
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Equipment/Tools Ready at time of Premise Visit
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Added all Notes/ time to SO
Trouble Call
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Review with customer everything completed/uncompleted and any follow up tasks that are required
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Equipment/Tools ready at time of premise visit
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Used proper methods to quickly and efficiently restore outage
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Added notes and time to TT. Uploaded any readings to Vault
Notes
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Notes
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Skills Demonstrated
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Skills that could be improved
