Quality Assurance Check Form
Email
example@example.com
Name
First Name
Last Name
Close Date
-
Day
-
Month
Year
Date
Deal Owner
Customer Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Is the bill attached in HubSpot?
Yes
No
Does the address match the bill attached in HubSpot?
Yes
No
Comments
Back
Next
QA Call Outcome
*
Please Select
Pending
No Answer
Call Back
Not Interested
QA Completed
How would you rate your experience with you energy expert who delivered the consultation. On a scale of 1 to 5; 1 being poor and 5 being fantastic - did they meet or exceed your expectations?
*
Did not meet expectations
1
2
3
4
Exceeded expectations
5
1 is Did not meet expectations, 5 is Exceeded expectations
Would you like to leave any feedback about the agent?
Did the consultation provide information that you found helpful?
*
Yes
No
Somewhat
How would you rate the information in the report. Was the information helpful and informative
Yes
No
Somewhat
Have you taken action on any of the recommendations in the report?
Yes
No
Planning to taking action in the short term (within 3 months)
Planning on taking action in the Medium Term
What actions are you taking or planning to take?
How would you rate the format of the report on a scale of 1 to 5? 1 being not useful and 5 beingvery useful? Was it easy to use?
Not useful
1
2
3
4
Very Useful
5
1 is Not useful, 5 is Very Useful
Would you recommend other businesses to get involved with BEAP?
*
Yes
No
Are you open to receiving further contact from us to discuss how we may be able to help your Business in key areas such as Growth, Minimizing Risk and Sustainability
*
Yes
No
Submit
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