West is best customer Ob sheet

• Store name

• Manager

• Advisor name

  Yes

  No

  N/A

• Conducted on

  Date

• Regional manager

• Location
  Address

Welcome

• Is the store / advisor acknowledging every customer within 1 minute

  Yes

  No

  N/A

• What feedback do you have for the advisor / store

  feedback

Understand my needs

• What ideally do you want your phone to do? Is this information being found out?

  Yes

  No

  N/A

• What is the most important feature on your phone currently?

  Yes

  No

  N/A

• What protection do you have for your data/loss/theft/damage?

  Yes

  No

  N/A

• Star offers / sharer being promoted?

  Yes

  No

  N/A

Show me let me try

• Is the advisor placing the phone in the customers hands and letting them take control?

  Yes

  No

  N/A

• Show the customer something specific and that's personal to them?

  Yes

  No

  N/A

• Have we amazed the customer and given them something extra?

  Yes

  No

  N/A

Help me decide

• Have we recapped the details with the customer?

  Yes

  No

  N/A

• Have we closed the customer / asked them to buy?

  Yes

  No

  N/A

Set me up brilliantly

• Have we transferred the customers contacts and asked them what they would like set up today?

  Yes

  No

  N/A

Be there when I need you.

• Is the advisor ensuring the customer walks out working?

  Yes

  No

  N/A

• Have the advisor / store used the welcome wallets? Also are they aware of how to contact us?

  Yes

  No

  N/A

Goal

• What do you want to work on?

  feedback

Reality.

• Where are you now?

  feedback

Options.

• What can you do next time?

  feedback

Wrap up.

• What will you do specifically?

  Actions / objectives

• By when? Dates and time scales.

  Timescale data

• What support is required?

  feedback

Follow up.

• Summarise the discussion here confirming agreed actions.

  feedback

• Agreed by advisor / store manager.

  Sign