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THE COMPLETE
Take two customers through the CUSTOMER EXPERIENCE
complete customer experience
from your Greet to Delivery. Ask your
manager or owner to observe you, and
record their observations in the table below.
Optimal Customer Experience: Customer #1
Date: Customer Name:
Observed Behavior Yes No Strengths Areas for
Improvement
Observe sales interactions with customers
Greet: all customers within 20 seconds on floor (or p p
3 rings)
Ask: ask qualifying questions to determine p p
customer needs
Show: shows customer products that are relevant p p
to their needs; customer interacts with product
Close: coworker uses relevant WFG to overcome p p
GASC
objections; coworker ask to fill out order form with
customer
Review New Rentals, 1st payment defaults,
7-14’ and 15+ files
• Order from completely filled out & information is p p
updated in HT
• Verified & approved by manager before delivery p p
or carryout
• All payments are setup on or shortly after p p
Customer
customer’s pay date
Verification
Observe Proper Rental Agreement Close
• Rental agreement closed away from counter; p p
sitting down with customer
• Coworker emphasizes the obligations the p p
company will live up to, the customers first due
Close
Rental
date & importance of on-time payments
Agreement
Customer Payments
• Always verify the customer’s contact p p
information and update if needed
• Always ask the customer for a referral p p
• Always thank the customer for their business p p
Payments
Customer
Proper Delivery Processes Are Followed
• Proper paperwork, accesories and assembly/ p p
installation tools are prepared
• Correct merchandise is loaded front to back, p p
using appropriate blankets, pads & straps to
protect product
• Returns are made Available For Rent (AFR) within p p
Delivery
Customer
48 hrs
• Delivery checklist filled out correctly & call back p p
completed
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