Does the HSA have the correct ID badge?
Is the HSA smart and presentable?
Does the HSA have all the necessary tools available?
Did the HSA call before the sales visit?
Did the HSA ...
Demonstrate questioning of the customer?
Show listening of the customer and captures their needs?
Complete a survey inc. a heat loss?
Specify the correct solution?
Present finance to the customer?
Promote the benefits of the brand?
Promote additional products i.e energy / insulation?
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
Please comment on the notes and paperwork
are the correct boiler clearances recorded?
Is there a cancellation date in the customer folder?
Please tick if the HSA has followed the correct policy relating to:
Working at heights?
Use of PPE.