Lumiform Mobile audits & inspections
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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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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
Star Offers
Sharer Plan
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
Correct Uniform
Ready To Serve In Front Of Tills
Keeps Phone In Pocket
Signs In & Out
Requests To Be Searched
Shopfloor Standards
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.
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