RSA Observation Form
RSA Name
*
First Name
Last Name
Observer Name
*
First Name
Last Name
Date
*
-
Month
-
Day
Year
Date
Time
*
1
2
3
4
5
6
7
8
9
10
11
12
:
Hour
00
10
20
30
40
50
Minutes
AM
PM
AM/PM Option
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General Appearance
*
Excellent
Good
Needs Improvement
RSA Appearance
Station Appearance
Store Appearance
Notes
Customer Greeting
*
Excellent
Good
Needs Improvement
Greeted at door
Made customer feel welcome
Shows personality
Notes
Customer Connection
*
Excellent
Good
Needs Improvement
Determines reason for visit
Reacts accordingly
Body Language
Natural Dialogue
On sales floor , not behind desk
Follows CPNI guidelines
Notes
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Customer Engagement
*
Excellent
Good
Needs Improvement
N/A
Efficiently takes care of reason for visit
Utilizes HubSpot
Utilizes Cost Guard
Continues connecting with customer
Asks strong discovery questions
Notes
Sales Opportunities
*
Excellent
Good
Needs Improvement
N/A
Uses answers from discovery to form solution
Does not offer additional solutions if reason for visit is not solved
Effectively attempts to overcome any objections
Continues connecting with customer
Offers appropriate products for customer
Notes
Sales Processing
*
Excellent
Good
Needs Improvement
N/A
Utilizes Cost Guard efficiently
Processes trade correctly
Fills out any tickets correctly
Efficiently sets up new device and transfers data
Continues connecting with customer
Notes
Thanking the guest
*
Excellent
Good
Needs Improvement
N/A
Journals transaction appropriately
Sincerely thanks customer
Walks customer to the door
Fully utilizes HubSpot
Finishes up any paperwork
Notes
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