Title Page

  • Document No.

  • TC Name

  • Customer Advisor

  • Shift

  • Prepared by

  • Date & Time

  • If a queue formed, colleague did at least one of the following:

  • If the customer waited to be served, the colleague thanked the customer for waiting?

  • The colleague began the transaction with a friendly and polite greeting?

  • The colleague clarified that they had the correct customer account by asking the customer to confirm their address?

  • If an item was unavailable, the colleague offered an alternative product/TCND and took a mobile number to text the customer once their order arrived?

  • The colleague took the opportunity to add value to the order?

  • The colleague offered to email the customer a copy of their invoice?

  • The colleague ended the transaction with a friendly and polite farewell?

  • Colleague feedback

  • Agreed actions

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