instant audit week
TRANSCRIPT
Fri Dec 2nd-Dec 9th
Merchants divided into 20 zones
…of about 13 per person per day
…except for #s: they’re for two people
Scroll down!
1
TODAY! 2 Tasks
2
Two places…Checklist
booklets
‘Audit’spreadsheet SalesForce
Check your
emails now!
1. use it! fill it in at the end of every day
2. remember: they’re
dropdown boxes, not text entry
3. initial what you do, so we
can run the leaderboard
1. Split the merchants up
2. Tell them we’re coming
3. Check they’re fit for customers
4. Optimise Deals
visit, and go through the check list.
Every morning…
pick up merchant packs
check if an iPad can be
delivered/picked up
check merchant details (e.g. bank
details, live status, contact details)
If not live/set up yet, put
them on the phone with
Instant Support (0800
096 9008)
Checklist
booklets
visit, and go through the check list.
Visiting…
Go through sheet.
GIVE
PACK
visit, and go through the check list.
Every evening…
Fill out the Audit spreadsheet
Enter what you can
into SalesForceSalesForce
Plan the quickest routes…
(Alex off on Monday)
1. Split the merchants up
2. Tell them we’re coming
3. Check they’re fit for customers
4. Optimise Deals
to the maps!