Smarter Coaching Log 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?

  Yes

  No

  N/A

• Does the HSA have all the necessary tools available?

  Yes

  No

  N/A

• Did the HSA call before the sales visit?

  Yes

  No

  N/A

During the sales sit

• 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?

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

• are the correct boiler clearances recorded?

  Yes

  No

  N/A

• Is there a cancellation date in the customer folder?

  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?

Addition observations

Supporting evidence / appendices

• Add media

  Media

• Add media

  Media

Follow up actions

Sign off

• DSM SIGN OFF

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