Information

  • Audit Title

  • Document No.

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

  • Select date

  • Connect

  • What is a typical day?

  • Usual routines?

  • Friends and family

  • Travel

  • Entertainment:

  • Computer: solutions mifi, tablets, homefusion

  • Communication: home

  • Recommend

  • Repeat info back, ask if correct, ask if anything should be added

  • Based upon what you told me I have several recommendations

  • Demo 3 features and relate them to the customer

  • Recommend the extra accessories

  • Incremental sales ( tablets hpc, cpe, adds w own equip)

  • Summarize and ask for acceptance

  • Reconnect with the customer, overcome objections by linking solutions to customers, ask again for acceptance.

  • Ask for the sale. Overcome final objections, ask for sale again

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.