Information

  • Branch

  • Conducted on

  • Prepared by

  • Location

Branch Evaluation

SQi

CARE Call and Rental Ready each Reservation (Goal 85%)

  • 100% CARE Calls completed prior to customers arrival on all eligible reservations?

  • Is the branch using the LaunchPad without going to the counter first?

  • All Priority Pass Contracts Pre-Written?

  • Customers being welcomed as Rental Ready?

Cleanliness

  • Are Clean Car Checklists being completed daily?

  • Are cars being cleaned before the branch leaves at night?

  • Are vehicles being backed in with tires turned and all compartments open?

  • Are the service agents aware of the branch's current SQi score?

Friendliness

  • Are the employees demonstrating the behaviors of excellence? Handshake, Opening Doors, Smiles, Business Cards

  • Are all employees acknowledging each customer?

  • Is each employee professionally dressed and is the branch appearance professional and clean?

  • Is the Thank You Script being used?

Timeliness

  • Is there a Dash Manager today and are they at the counter?

  • Does the Dash Manager know where everyone is?

  • Is the Dash Manager Checklist being utilized?

  • Did any customers have to wait longer than 10 minutes for a rental or 5 minutes for a return?

Great Return

  • Is the receipt being reviewed on the LaunchPad around the counter and next to the customer?

  • Are the 4 critical questions being asked?

  • Is the S/F Checklist being used REGULARLY?

  • Do the employees thank the customer for their business and walk them out the door?

Revenue

Goal Boards Updated Monthly/BMI Posted Daily

  • Is the Goal Board Updated?

  • Is the BMI Posted?

  • Are the employees aware of the branch numbers?

  • Are employees aware of their personal numbers?

Dash Manager Plan

  • Does the branch know who the Dash Manager is today?

  • Does each employee have sales goals for today?

  • Do the employees know what vehicles are available for Sell-up Options?

  • Do employees know the availability/pricing for walk-ins today?

Lot Plan

  • Is there a written and posted Lot Plan?

  • Is the Lot merchandised?

  • Are the employees walking the lot for Sell-Up options?

  • Is there a sell up ring in place so employees know what cars are available for upgrades?

Morning Huddle

  • Did the branch have a morning huddle today?

  • Was it energetic?

  • Did the person leading the morning huddle review sales from the day before?

  • Did the person leading the morning huddle set sales goals for today?

Real Time Ticket by Ticket Management

  • Is the Dash Manager reviewing each ticket for sales?

  • Is the Dash Manager coaching sales effectively on each ticket?

  • Is the internal sales playbook being utilized?

  • Does each employee know where they stand without having to look at the Agent Sales?

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.