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Sales audit template

Regularly audit your sales team in order to evaluate their performance and ensure that they represent you, your product and your organization to the highest possible standards and provide high quality service. With a free digital checklist, regular reviews are easier than ever and can be performed wherever you are.

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Sales audit template

Performance & Customer Service

Performance Against Targets

EE % Achieved

PAYM New % Achieved

PAYM Upgrade % Achieved

PAYG % Achieved

SME % Achieved

FBB % Achieved

Accessories % Achieved

Clone Phone % Achieved

Actively Seeks Out Additional Opportunities

PAYG To SIMO

Star Offers

Sharer Plan

FBB

SME

Customer Experience & NPS

NPS Score Last Month

Actively Promotes NPS Text

Demonstrates Brilliant Customer Service

EE Way Training Completed

Make Me Feel Welcome

Understand My Needs

Show Me Something New

Help Me Decide

Set Me Up Brilliantly

Be There When I Need You

Behaviours & Skills

Commercial Knowledge

Up To Date With Offers

Aware Of Personal Targets And Performance

Knows How The Store Is Performing

Shopfloor

Correct Uniform

Ready To Serve In Front Of Tills

Keeps Phone In Pocket

Signs In & Out

Requests To Be Searched

Shopfloor Standards

Dusts

Tidies Shopfloor

Additional Skills

Daily Reconciliation

PI Count

Manage Repair Portal

Cashing Up

Absence & Lateness

Sickness Absence Triggers Hit

Sickness Absence Comment

Lateness Forms Last Month

Lateness Comment

Summary & Sign Off

What You Do

KPI Performance

Skills & Experience

Additional Comment

How You Do It

Behaviour & Attitude

Requests & Accepts Feedback

Additional Comment

Sign Off

Line Manager

Sales Advisor

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Please note that this checklist template is a hypothetical appuses-hero example and provides only standard information. The template does not aim to replace, among other things, workplace, health and safety advice, medical advice, diagnosis or treatment, or any other applicable law. You should seek your professional advice to determine whether the use of such a checklist is appropriate in your workplace or jurisdiction.