Keep customer appointments clear, organised and focused with The Partner Appointment Workbook.
This practical A4 workbook provides a consistent place to record important information discussed during each customer appointment.
It helps you understand the customer's current household services, identify where support may be helpful and clearly record the outcome and next steps. Inside you will find a welcome and guidance section, a useful partner quick-reference page, 100 structured customer appointment worksheets, dedicated space for energy, broadband, mobile and other household services, and areas for recording current costs, potential savings and follow-up actions. The spacious A4 layout is designed for handwritten notes. It has been created to help independent partners feel more prepared, conduct professional customer conversations and keep accurate, organised appointment notes.
Created by Joanne Wilkinson, an Independent Utility Warehouse Partner and Group Leader.
This is an independently published resource and is not produced, endorsed or approved by Utility Warehouse Limited.
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