store visit template R10

• Conducted on

  Date

• Store Name and Number

• Store

• Store Number

• Region

• Store Manager

• Regional Manager

• Date and Time

  Date

Overview

• Store Visit RAG Status

  Red

  Amber

  Green

• General Overview of Observations and Findings

Customer

• Has the Queue Management system been set up correctly and is it being utilised?

  Yes

  No

• Have NPS and Mystery Boards been set up and are recent scores and comments displayed?

  Yes

  No

• Team able to talk through Customer Journey and Brilliant Set Up?

  Yes

  No

• Demonstration observed and are demo handsets charged and ready to be used?

  Yes

  No

• Customer setup visible on shop floor

  Yes

  No

  N/A

• Latest nps result

  Safe

  At Risk

  N/A

• Demo and set up data, take a picture

  Safe

  At Risk

  N/A

Overview and Actions - Customer

• Overview - Customer

• Required Actions - Customer

Action

Operations

• Are store standards at an acceptable level?

  Yes

  No

• Is the stock room/ cage/ safe tidy and organised?

  Yes

  No

• Has the Forced Churn Folder been set up as per policy and has the latest report been reviewed and relevant contracts filed?

  Yes

  No

• Have the last three months Store Manager H&S checklists been completed?

  Yes

  No

• Has a Regional Manager H&S checklist been completed in the last six months? (If no, please complete one!)

  Yes

  No

• Has the latest version of the VM app been downloaded and is it being used? <br>

  Yes

  No

• What's the stock loss mtd?

  Yes

  No

  N/A

• Are there any RA handsets?

  Yes

  No

  N/A

• Are there any Idocs that need to be investigated?

  Yes

  No

  N/A

Overview and Actions - Operations

• Overview - Operations

• Required Actions - Operations

Action

Sales generation, check a days paperwork

• Are hbb line checks attached to contracts 80% strike rate

  Yes

  No

  N/A

• Is a compass print out attached to every top up. 80% strike rate

  Yes

  No

  N/A

• Are sim replacements being check for add lines?

  Yes

  No

  N/A

• Is there boxed stock of tablets on the shop floor?

  Yes

  No

  N/A

• Is the tablet, live demo, being shown to customers?do

  Yes

  No

  N/A

• Do the team know of the daily figures?

  Safe

  At Risk

  N/A

• Is a manager welcoming in customers through the concierge?

  Yes

  No

  N/A

• Are the keys being controlled on the shop floor?

  Yes

  No

  N/A

• Customer solution sheets present and evidence of package building visible.<br>

  Yes

  No

  N/A

Over view of sales generation data. Actions for manager to follow up for next visit?

People

• Is the Rota Tool being used and are rotas completed four weeks in advance?

  Yes

  No

• Is MEE time being booked in, utilised and completed?

  Yes

  No

• Are Daily Briefings taking place and do all team members understand the content?

  Yes

  No

• Is the Ethical Selling sign off completed for all team members?

  Yes

  No

• Are Debriefs scheduled, attended by all team members and can all advisors talk about the content?

  Yes

  No

  N/A

• Is the store manager utilising the Best system and have monthly nominations been made?

  Yes

  No

• What are the training modules that need to be completed right now?

• Has the training been completed by all team members?

  Yes

  No

• Are all probationary and monthly reviews present and have they been completed to a satisfactory standard?

  Yes

  No

• Has there been a monthly team meeting and can team talk you through content.

  Yes

  No

  N/A

Overview and Actions - People

• Overview - People

• Required Actions - People

Action

• Store Manager

  Sign

• Regional Manager

  Sign