Template

NPS Review and Action Setting Meeting Template

by Rich Curtis, from the Community

20+

This NPS I.C.P initial meeting template guides team managers and field engineers through an actionable NPS review and action-setting session. Capture 8-week NPS trends across install, moving home, and service; track jobs completed, survey volume, and promoter/passive/detractor counts. Record engineer practices such as ETAs, pre-work walkarounds, showcasing completed work, and promoting the service app and survey. Team managers can review performance dashboards, set clear expectations, and align follow-ups to improve customer experience and quality on site.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

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Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
NPS I.C.P initial Meeting V2
A detailed template for conducting Net Promoter Score (NPS) review meetings for Sky Service personnel. The document outlines a structured approach to evaluating service performance across installation, moving home, and general service metrics over an 8-week period. It includes sections for analyzing customer feedback through promoters, passives, and detractors, while also covering essential service protocols such as customer communication, job site procedures, and quality assurance measures. The template features specific management expectations and requirements for service delivery, including customer ETAs, equipment inspection, installation standards, and post-service follow-up procedures. This framework ensures consistent service delivery and helps maintain high customer satisfaction standards across Sky Service operations.
by Rich Curtis, from the Community
Downloads: 50+
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Template
Service NPS Audit Checklist
This Service NPS Audit checklist helps evaluate customer experience in telecom retail stores. Review greetings, empathy, use of systems, reasons for visit like billing queries or SIM replacement, resolution status, and NPS card usage. Capture comments, photos as evidence, and collect advisor and auditor signatures for quality assurance.
by Noreen Aslam, from the Community
Downloads: 20+
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Template
Customer Visit Checklist
Use this customer visit checklist to standardize field service visits for telecom and media installations. Record job number, technician code, engineer, and job type. Log health and safety notes including ladder use and job classification such as SAT, DAT, or DTH. Document work completed and attach photos of the dish, cable route, eye bolt, and entry hole. Confirm customer communication, including ETA provided, on demand setup, awareness of NPS surveys, and promotional text messages. Capture an NPS rating and assess overall service quality from the customers perspective. Fully editable and mobile friendly for consistent service delivery and quality tracking.
by Daniel Cain, from the Community
Downloads: 10+
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Template
S03 NTR 13-Week Review for Sky Engineers
Structured 13-week review and performance document for Sky field engineers. Covers expectations for ETAs and customer communication, MFT and SM3 compliance, on-site risk assessment, external and internal installation steps for Sky Q, Wi-Fi checks and boosters, troubleshooting and software updates, showcasing features and upsell via ACE, NPS best practices, completions and revisit processes. Includes weekly review sections to capture progress, attendance and behavior concerns, support measures, and targets, with signatures and media attachments.
by Richard Gibbs, from the Community
Downloads: 10+
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NPS Review and Action Setting Meeting Template

About author

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NPS I.C.P initial Meeting V2

Service NPS Audit Checklist

Customer Visit Checklist

S03 NTR 13-Week Review for Sky Engineers

You might also like

NPS I.C.P initial Meeting V2

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S03 NTR 13-Week Review for Sky Engineers