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1 of 21
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!
TODAY! 2 Tasks

1

2
Two places…
               Checklist
               booklets




         ‘Audit’           SalesForce
          spreadsheet
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)
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
visit, and go through the check list.
Every evening…
     Fill out the Audit spreadsheet

   Enter what you can
   into SalesForce
                        SalesForce
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!

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Instant audit week

  • 2.
  • 3.
  • 4. Merchants divided into 20 zones …of about 13 per person per day …except for #s: they’re for two people
  • 6.
  • 8. Two places… Checklist booklets ‘Audit’ SalesForce spreadsheet
  • 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
  • 15.
  • 16.
  • 17.
  • 18.
  • 19. Plan the quickest routes… (Alex off on Monday)
  • 20. 1. Split the merchants up 2. Tell them we’re coming 3. Check they’re fit for customers 4. Optimise Deals