Cleaning Inspection

1. Answer "Yes", "No", "N/A" for the questions below.
2. Add photos and notes by clicking on the paperclip icon.
3. To add a Corrective Measure click on the paperclip icon then "Add Action", provide a description, assign to a member, set priority and due date.
4. Complete audit by providing digital signature.
5. Share your report by exporting as PDF, Word, Excel or Web Link.

Employee Development
Daily Morning Huddles with Updated Goalboard

Was Morning Huddle completed?

What was the Morning Huddle topic?

100% Completion of weekly 1 on 1’s

Refer to L drive – All FY Employees 1 on 1’s Completed?

100% Review Completion

All Full-Time and Part-Time Reviews turned in last month?

100% Road Map Completion

All Full-Time Road Maps are up to date?

GP58 Playbook

Is the Group 58 Playbook displayed in a place in the office were everyone knows where it is at?

Have Fun

Is the branch having fun during visit?

Customer Service
100% Clean Cars

Where all cars clean and posted to start the day?

100% Thank you calls

Where all customers called from prior day open tickets?

100% Drop Calls

Where all last night drops called?

100% #HB3 - Observe 3 Return

Did each customer receive a Handshake and Business Card when arrived?

Was each customer asked the 3 Critical Questions?

Did we greet each customer at the door?

100% #HB3 - Observe 3 Return

Did each customer receive a Handshake and Business Card when arrived?

Was each customer asked the 3 Critical Questions?

Did we greet each customer at the door?

100% #HB3 - Observe 3 Returns

Did each customer receive a Handshake and Business Card when arrived?

Was each customer asked the 3 Critical Questions?

Did we greet each customer at the door?

Quaterback Plan

Does each branch have a checklist and update for same day?

Days Earned Growth
Observe 3 phone calls

Answer within 2 rings?

Answer with proper greeting?

If applicable : Warm transfer to *83?

Observe 3 phone calls

Answer within 2 rings?

Answer with proper greeting?

If applicable : Warm transfer to *83?

Observe 3 phone calls

Answer within 2 rings?

Answer with proper greeting?

If applicable : Warm transfer to *83?

Execution of Group Marketing Plan

Can each employee describe the Group 58 marketing plan?

has each employee logged 10 B.O.S.S. calls the previous month?

Monitor Home-City Rate PODS

Can each employee describe what a rate POD is and who controls them?

Execution of Red Car Plan

Can each employee describe the Group 58 Red Car Plan?

Is the branch 85% contact less than 20 minutes?

Revenue/Profitability
LaunchPad QB

Does the branch have an assigned QB?

Who is it?

Offer Seven/Sell Seven - Observe 3 transactions putting a customer into a car
Transaction #1

Did we offer all 7 products in order?

Can each employee walk you thru the Group 58 sales process?

Transaction #2

Did we offer all 7 products in order?

Can each employee walk you thru the Group 58 sales process?

Transaction #3

Did we offer all 7 products in order?

Can each employee walk you thru the Group 58 sales process?

Lot Plan

Does the branch have an organized lot plan/’hot row’?

Does every branch have a designated ‘Upgrade Hook’

Monthly Sales Training

Is each employee aware of the dates for sales training in their Area?

Did branch perform and sales role plays for the day?

Strategic Fleet Management

All shop vehicles with updated ECD?

Does the branch have an assigned LOFR Captain?

Controllable Expenses
Vehicle Inspection - Observe 3 Vehicle Inspection
Transaction #1

Does Employee Follow GP 58 Trunk to Trunk inspection process?

Transaction #2

Does Employee Follow GP 58 Trunk to Trunk inspection process?

Transaction #3

Does Employee Follow GP 58 Trunk to Trunk inspection process?

Underwriting Grid

Is the Underwriting Grid posted?

Look at 3 Retail transactions.

Were all 3 qualified to rent?

Pull 3 Rental Ready vehicles?

Have the carpets and entrance mats been vacuumed and spot cleaned?

Is data cleared on these vehicles?

Employee Schedule

Is a Full and Part time schedule posted in branch?

Post picture of the schedule
Callbacks and Account Receivables

Are there any pended tickets < 3 days?

Are their any double rent pends?

Is the AR list assigned on the duty roster?

Are callbacks assigned on Duty Roster?

Inspected by:
Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.