RSA Observation Form
RSA Name
*
First Name
Last Name
Observer Name
*
First Name
Last Name
Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit 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
*
Rows
Excellent
Good
Needs Improvement
RSA Appearance
1
2
3
Station Appearance
4
5
6
Store Appearance
7
8
9
Notes
Customer Greeting
*
Rows
Excellent
Good
Needs Improvement
Greeted at door
10
11
12
Made customer feel welcome
13
14
15
Shows personality
16
17
18
Notes
Customer Connection
*
Rows
Excellent
Good
Needs Improvement
Determines reason for visit
19
20
21
Reacts accordingly
22
23
24
Body Language
25
26
27
Natural Dialogue
28
29
30
On sales floor , not behind desk
31
32
33
Follows CPNI guidelines
34
35
36
Notes
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Customer Engagement
*
Rows
Excellent
Good
Needs Improvement
N/A
Efficiently takes care of reason for visit
37
38
39
40
Utilizes HubSpot
41
42
43
44
Utilizes Cost Guard
45
46
47
48
Continues connecting with customer
49
50
51
52
Asks strong discovery questions
53
54
55
56
Notes
Sales Opportunities
*
Rows
Excellent
Good
Needs Improvement
N/A
Uses answers from discovery to form solution
57
58
59
60
Does not offer additional solutions if reason for visit is not solved
61
62
63
64
Effectively attempts to overcome any objections
65
66
67
68
Continues connecting with customer
69
70
71
72
Offers appropriate products for customer
73
74
75
76
Notes
Sales Processing
*
Rows
Excellent
Good
Needs Improvement
N/A
Utilizes Cost Guard efficiently
77
78
79
80
Processes trade correctly
81
82
83
84
Fills out any tickets correctly
85
86
87
88
Efficiently sets up new device and transfers data
89
90
91
92
Continues connecting with customer
93
94
95
96
Notes
Thanking the guest
*
Rows
Excellent
Good
Needs Improvement
N/A
Journals transaction appropriately
97
98
99
100
Sincerely thanks customer
101
102
103
104
Walks customer to the door
105
106
107
108
Fully utilizes HubSpot
109
110
111
112
Finishes up any paperwork
113
114
115
116
Notes
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