Lumiform Mobile audits & inspections
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Sales Advisor Review

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.
Rated 5/5 stars on Capterra

Say goodbye to paper checklists!

Lumiform enables you to conduct digital inspections via app easier than ever before
  • Cut inspection time by 50%
  • Uncover more issues and solve them 4x faster
  • Select from over 5,000 expert-proofed templates

Digitalize this paper form now

Register for free on and conduct inspections via our mobile app

  • Cut inspection time by 50%
  • Uncover more issues and solve them 4x faster
  • Select from over 4000 expert-proofed templates
Rated 5/5 stars on Capterra

Sales Advisor Review

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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