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?


  • 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


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. Any ratings or scores displayed in our Public Library have not been verified by SafetyCulture for accuracy. Users of our platform may provide a rating or score that is incorrect or misleading. You should independently determine whether the template is suitable for your circumstances. You can use our Public Library to search based on criteria such as industry and subject matter. Search results are based on their relevance to your search and other criteria. We may feature checklists based on subject matters we think may be of interest to our customers.