training checklist

Preparation

Arrive at the store no later than 9:45 AM.

Ensure alarm is off by 10 AM to avoid notification to the President.

Set alarm the night before no later than 9 PM (8 PM on Saturdays, 6 PM on Sundays).

If running late, contact John immediately to inform him.

Store Policies

Leaving the store alone during work hours is prohibited.

If going for lunch, notify John before leaving and leave a note on the door indicating your return time (e.g., "Will return at 4:15 PM").

Punch out for lunch in ADP; exceptions only for bank deposits.

Daily Operations

Ensure both Pax machines are connected to the Shift4 app before 10 AM and plug them in to charge before leaving.

Sign into the tablet every morning and keep it ready.

Log into your store email every morning and monitor it throughout the day for important communications from Corporate, John, and Trainers.

Print the "Report Open Order Sales Summary" from Storis every morning prior to deliveries.

Order Management

Reserve merchandise for next-day deliveries; re-schedule only if not reserved after 1-2 PM.

Finalize any orders or adjustments for next-day delivery by 4:30 PM.

Complete bank deposits the next morning by 11 AM, submitting them with the deposit slip in the Sleep Lab.

Follow check procedures when accepting checks, ensuring all information is provided to prevent liability.

Store Cleanliness

Vacuum/sweep daily and take out garbage.

Wipe down desks, Bedmatch screens, tablets, and Pax machines.

Clean front windows and ensure merchandise is organized and clutter-free.

Customer Interaction

Keep the portable store phone with you and answer calls promptly.

Return calls and follow up with customers who left voicemails.

Notify John or the Store Manager before submitting any refunds or cancellations.

Sales and Commissions

Keep track of your commissions and submit necessary adjustments to your DM by the following Monday.

Commissions can be split with coworkers only if agreed upon before the shift begins.

Review the pay periods and understand how compensation is structured.

Schedules and Time Off

Check store email for your schedule; inform John of any shift changes.

Request time off via email to John at least two weeks in advance.

Use PTO responsibly; it does not roll over and holidays are unpaid.

Customer Issues and Follow-Ups

Handle customer issues directly and notify the Store Manager as needed.

Maintain a record of open orders and follow up on pickups regularly to ensure commission eligibility.

Training and Resources

Familiarize yourself with Sleep Lab resources and policies.

Complete training on warranties, exchanges, and the sales process.

Review the closing and opening checklists daily.

Communication and Teamwork

Maintain open communication with coworkers and management.

Use the 7-step sales process consistently with every customer.

Participate in teamwork initiatives and follow-ups to enhance customer satisfaction.

Compliance and Policy Awareness

Understand and adhere to all policies regarding customer interactions, refunds, exchanges, and financial procedures.

Ensure all customer communications regarding policies are clear and documented.

Miscellaneous Tasks

Follow the UPS system for managing customer interactions.

Keep track of customer inquiries and potential sales using the UPS sheet.

Ensure all merchandise is checked upon receipt and logged properly in inventory.

Post-Sale Procedures

Conduct post-sale reviews with customers to ensure satisfaction and clarify policies.

Encourage customers to provide Google reviews after their purchase.

This checklist serves to ensure that all employees are trained comprehensively on operational protocols, customer interactions, and company policies, fostering a productive and compliant work environment.