10. 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
11. 1. Split the merchants up
2. Tell them we’re coming
3. Check they’re fit for customers
4. Optimise Deals
12. 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)
13. visit, and go through the check list.
Visiting… Checklist
Go through sheet. booklets
If not live/set up yet, put
them on the phone with
Instant Support (0800
GIVE
096 9008) PACK
14. visit, and go through the check list.
Every evening…
Fill out the Audit spreadsheet
Enter what you can
into SalesForce
SalesForce