Information

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

  • Select date

  • Advisor name

  • Transaction type

  • Warm welcome within 30 seconds

  • Approached with in 5 mins

  • Asked open questions to establish needs

  • Learn something about the customer relating to phone usage ie apps/music/sat nav

  • Advise of the benefits of EE

  • Do a demo before processing the sale, putting the phone in the customers hands

  • Demo super fast 4G

  • Offer min 2 star/2nd line offers

  • Offer share add on simo/MBB/iPad/phone

  • Effective clone phone pitch

  • Great HBB pitch

  • 3 accessories put in front of customer and pitched

  • Welcome wallet completed

  • Phone set up

  • NPS question explained

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. You should independently determine whether the template is suitable for your circumstances.