Instant audit week

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!