Information

  • Conducted on

  • Prepared by

  • Location

Say Hello

  • Greet within 10 seconds?

  • Give their name and shake the customer's hand?

  • Wear a name tag and lanyard?

  • Immediately re-engage?

  • Come out from behind the counter?

Probe & Respond

  • Tell me about your current service provider...

  • Will this be for personal or business use?

  • How do you keep in touch with friends/family?

  • What other devices do you use to communicate or for entertainment ? (Laptop, tablet etc)

  • Ask additional probing questions?

Include

  • A visual aid to show the plan such as collateral, plan, brochure, interactive plan builder or Sprint.com?<br>

  • Demo the device for the customer?

  • Come out from behind the counter to make their recommendation?

Needs

  • Recommend only one plan/one phone?

  • Explain features, advantages and benefits?

  • Make accessory recommendations?

  • Walk to the accessory wall? (Zone selling)<br>

  • Use an assumptive close?

  • Attempt to overcome objections?

Teach

  • Complete the customer information sheet?

  • Set bill expectations?

  • Perform ready now service?

  • Inform the customer about the C-Sat survey?

  • Explain that their only passing score is very satisfied?

  • Confirm that ready now services were offered?

  • Give the customer their business card?

  • Associate 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.