Store Visit Employee Review Form
Employee Name
New Acts MTD
Pacing New
New Act goal for month
Upgrades MTD
Upgrades Pacing
Upgrades goal for month
How many Upcell calls is the rep making per shift
How many account lookups is rep averaging per shift
What is the reps CSAT MTD
Were you able to witness Rep with a customer?
Please Select
Yes
No
Scorecard
In uniform (No=0 Yes=5)
Star trainings complete (No=0 Yes=5)
Acheiving 15 calls/shift (No=0 Yes=5)
Look Cust up in Upcell (No=0 Yes=5)
Pacing New Act goal (No=0 Yes=5)
Pacing Upgrade goal (No=0 Yes=5)
Asking Open ended questions (Rate 0-5)
Did they build rapport? (Rate 0-5)
Go over Features/Benefits? (Rate 0-5)
Listening Skills (Rate 0-5)
Ask closing questions? (Rate 0-5)
Clarify and Confirm? (Rate 0-5)
Ask where they work? (No=0 Yes=5)
"How do you use your phone?"(Rate 0-5)
Did they offer Accessories (No=0 Yes=5)
Give Ready Now (Rate 0-5)
Explain about the CSAT call(No=0 Yes=5)
Offer product knowledge (Rate 0-5)
How many lines approved(No=0Yes=5)
Talk about MBB? (No=0 Yes=5)
Total:
0
/
100
Total score above
If the customer receives a discount, did they receive any discount flyers for other employees?
Please Select
Yes
No
NA
Is rep sending thank you cards
Please Select
Yes
No
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