• Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Visit information

  • Dates of last 2 DM visits to store

  • Picture of staff at visit

  • Front of store picture (interior)

  • Back room picture

Sales Performance

  • Trending to goal in Activations

  • Trending to Goal in Upgrades

  • Trending to goal of $45 in accessory revenue per Unit sold

  • At or above 87% in CSAT

  • Trending to Goal of 82% for Ready Now

  • Trending to Goal of 60% Combined TEP

  • Trending to Goal of 50% in Buybacks

Sales Management

  • Store is opening and closing doors for all customers

  • Visually inspect that "the 4 To The Floor" is happening

  • Each Rep is utilizing the "Circle of Influence"

  • Evaluate Prospecting Activities (10 is highest- 1 is lowest)

  • IL Calendar is being maintained and local territory prospecting is occurring

  • 2 Day, 2 Week and 6 week callbacks being completed correctly

  • In depth review of E Systems Way - Daily, Weekly and Monthly Calendars Completed and Posted

  • Roll Play and Coach - all employees and Store Manager

  • Location is holding at least 4 events per month

  • Review employee performance and clocked hours vs boxes report


  • Did employees complete the required on- going training in STAR

  • Staff completed the Sprint New Hire Training within 60 days/ STAR and SM Academy within 7 days

  • Were employees knowledgable on training content

  • Is the SM holding weekly team meetings to go over sales goals and E Systems Way

  • Dam to train staff on Monthly Focus Area


  • 3 pay periods of staff schedules posted and accurate in RQ4

  • Deposit log review and cash drawer audit

  • Confirm schedule meets peak days / hour requirements without overtime

  • SM daily checklist, open and close checklist updated daily and accurately

  • Is the site actively protecting customer and Sprint proprietary information? Following ID policies, actively shredding,securing documents/receipts, computer screens locked when not in use, password verification etc.

  • Recording upgrade eligibility dates, additional lines, and full customer info on all contacts

  • Based on no less than 20 reviewed contracts: we're current versions of contracts used with proper info, signatures and dates?

Store Appearance

  • Are employees in proper Sprint/E Systems dress code? Sprint shirts, name badges, black pants, black dress shoes, black belt and properly groomed.

  • Are required lives demo phones available for customer use: able to make a phone call, access the Internet, powered on and wiped clean of customer information.

  • Do the stores live demos match the active lines on the store's demo account?

  • Is all required collateral (required on the sales floor and e flyers) available for customers and have all outdated items been purged (front and back of store)

  • Are marketing materials and interior branding signs current (signs,banners and all POG)

  • Is the store setup to current Sprint required POG off of ISC

  • Did the store recommend Sprint and or represent the brand in a positive manner.

  • All lights working properly and not burnt out

  • Floors, windows and bathrooms are clean and presentable

  • Fixtures are dusted and are presentable

Inventory Management

  • Number of phones missing via DM Quarterly Count

  • Number of accessories missing

  • Total dollar amount of Phones and Accessory shrink

  • Did SM perform monthly count per required policy

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.