HSA Preparation

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?

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?

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

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.


Electrical checks?

Company Vehicle?

Addition observations

Supporting evidence / appendices
Add media
Add media
Follow up actions

Sign off
Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.