Smarter Coaching Log North East London And East Anglia V2

• HSA Name

• Visit Completed By

• Conducted on

  Date
• Customers Address
  Address

• District

HSA Preparation

• Does the HSA have the correct ID badge?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• Did the HSA call before the sales visit?

  Yes

  No

  N/A

During the sales sit

• Demonstrate questioning of the customer?

• Build rapport with the customer?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 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?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• Present finance to the customer?

• Did the H S A use the budget sheet?

  Yes

  No

  N/A

• 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?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 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

  Yes

  No

  N/A

• are the correct boiler clearances recorded?

  Yes

  No

  N/A

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.

  Yes

  No

  N/A

• A outstanding B exceeding C achieving D below acceptable standard

  Select outstanding exceeding achieving below standard

  • outstanding
  • exceeding
  • achieving
  • below standard

Supporting evidence / appendices

• Add media

  Media

Addition observations

Follow up actions

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