Title Page
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Document No.
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TC Name
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Customer Advisor
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Shift
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Prepared by
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Date & Time
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If a queue formed, colleague did at least one of the following:
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If the customer waited to be served, the colleague thanked the customer for waiting?
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The colleague began the transaction with a friendly and polite greeting?
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The colleague clarified that they had the correct customer account by asking the customer to confirm their address?
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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?
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The colleague took the opportunity to add value to the order?
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The colleague offered to email the customer a copy of their invoice?
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The colleague ended the transaction with a friendly and polite farewell?
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Colleague feedback
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Agreed actions