HSA Preparation

  • Does the HSA have the correct ID badge?

  • Is the HSA smart and presentable and wearing branded clothing?

  • Is the H S A organised and ready for the day / call ahead?

  • Is the Sales equipment fully charged and ready for use?

  • Did the HSA call before the sales visit?

During the sales sit

  • Demonstrate questioning of the customer?

  • Build rapport with the customer?

  • Did the H S A make notes and refer back to them during the sale?

  • Did the H S A create a definitive reason to buy?

  • Complete a survey using the Customer Design Sheet.

  • Specify the correct solution?

  • Did the H S A give the customer choices from our portfolio?

  • Did the H S A mention all added value products within our portfolio?

  • Present finance to the customer?

  • Did the H S A use the budget sheet?

  • Promote the benefits of the brand?

  • Promote additional products i.e energy / insulation?

Consolidation of the sale

  • Did the HSA discuss NPS with the customer?

  • Are the notes and spec wrap around left on site?

  • Please comment on the handover to Ops

  • On a scale of 1 to 10. Please score the notes and paperwork left

  • Please comment on the notes and paperwork

Sales compliance

  • Was finance explained correctly

  • are the correct boiler clearances recorded?

Safety

  • Please tick if the HSA has followed the correct policy relating to:

  • Working at heights?

  • Use of PPE.

  • Asbestos?

  • Electrical checks?

  • Company Vehicle?

Sales process

  • Which specific area was being coached.

  • Please give score for sales performance.

  • A outstanding B exceeding C achieving D below acceptable standard

Supporting evidence / appendices

  • Add media

Addition observations

Follow up actions

Sign off

  • DSM SIGN OFF

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