Information

  • Store Name and reason for Visit

  • Store Name

  • Conducted on

  • Prepared by

  • Managers Name

Visit

Foreign Exchange Trial Visit

  • Are windows to plan, rate board or empty belly in place?

  • Are all staff aware of strategic reason for trial and supportive?

  • Are staff in travel talking about great rates and securing orders from travel customers?<br>

  • Is there an effective cross sell system in place?

  • Are the reports being used to manage stock and work out turnover sales required to hit revenue?

  • Is the ATV and Upsell tracker in place?

  • Does the performance board reflect turnover sales and ATV focus?

  • Is there LSG activity in place to drive FEX footflow on social media etc?

  • Are FEX staff actively promoting travel services to all customers, is S16 holidays and attachments?

Performance Outputs

  • Turnover sales ahead of run rate and in positive growth?

  • Transactions numbers in a positive growth?

  • ATV in positive growth?

A/RBM Commentary

  • A/RBM Signature

  • Manager Signature

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.