2019 Group 58 Playbook Audit

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• 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?

  Yes

  No

  N/A

• 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?

  Yes

  No

  N/A

100% Review Completion

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

  Yes

  No

  N/A

100% Road Map Completion

• All Full-Time Road Maps are up to date?

  Yes

  No

  N/A

GP58 Playbook

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

  Yes

  No

  N/A

Have Fun

• Is the branch having fun during visit?

  Yes

  No

  N/A

Customer Service

100% Clean Cars

• Where all cars clean and posted to start the day?

  Yes

  No

  N/A

100% Thank you calls

• Where all customers called from prior day open tickets?

  Yes

  No

  N/A

100% Drop Calls

• Where all last night drops called?

  Yes

  No

  N/A

100% #HB3 - Observe 3 Return

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

  Yes

  No

  N/A

• Was each customer asked the 3 Critical Questions?

  Yes

  No

  N/A

• Did we greet each customer at the door?

  Yes

  No

  N/A

100% #HB3 - Observe 3 Return

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

  Yes

  No

  N/A

• Was each customer asked the 3 Critical Questions?

  Yes

  No

  N/A

• Did we greet each customer at the door?

  Yes

  No

  N/A

100% #HB3 - Observe 3 Returns

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

  Yes

  No

  N/A

• Was each customer asked the 3 Critical Questions?

  Yes

  No

  N/A

• Did we greet each customer at the door?

  Yes

  No

  N/A

Quaterback Plan

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

  Yes

  No

  N/A

Days Earned Growth

Observe 3 phone calls

• Answer within 2 rings?

  Yes

  No

  N/A

• Answer with proper greeting?

  Yes

  No

  N/A

• If applicable : Warm transfer to *83?

  Yes

  No

  N/A

Observe 3 phone calls

• Answer within 2 rings?

  Yes

  No

  N/A

• Answer with proper greeting?

  Yes

  No

  N/A

• If applicable : Warm transfer to *83?

  Yes

  No

  N/A

Observe 3 phone calls

• Answer within 2 rings?

  Yes

  No

  N/A

• Answer with proper greeting?

  Yes

  No

  N/A

• If applicable : Warm transfer to *83?

  Yes

  No

  N/A

Execution of Group Marketing Plan

• Can each employee describe the Group 58 marketing plan?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

Monitor Home-City Rate PODS

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

  Yes

  No

  N/A

Execution of Red Car Plan

• Can each employee describe the Group 58 Red Car Plan?

  Yes

  No

  N/A

• Is the branch 85% contact less than 20 minutes?

  Yes

  No

  N/A

Revenue/Profitability

LaunchPad QB

• Does the branch have an assigned QB?

  Yes

  No

  N/A

• 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?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

Transaction #2

• Did we offer all 7 products in order?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

Transaction #3

• Did we offer all 7 products in order?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

Lot Plan

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

  Yes

  No

  N/A

• Does every branch have a designated ‘Upgrade Hook’

  Yes

  No

  N/A

Monthly Sales Training

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

  Yes

  No

  N/A

• Did branch perform and sales role plays for the day?

  Yes

  No

  N/A

Strategic Fleet Management

• All shop vehicles with updated ECD?

  Yes

  No

  N/A

• Does the branch have an assigned LOFR Captain?

  Yes

  No

  N/A

Controllable Expenses

Vehicle Inspection - Observe 3 Vehicle Inspection

Transaction #1

• Does Employee Follow GP 58 Trunk to Trunk inspection process?

  Yes

  No

  N/A

Transaction #2

• Does Employee Follow GP 58 Trunk to Trunk inspection process?

  Yes

  No

  N/A

Transaction #3

• Does Employee Follow GP 58 Trunk to Trunk inspection process?

  Yes

  No

  N/A

Underwriting Grid

• Is the Underwriting Grid posted?

  Yes

  No

  N/A

Look at 3 Retail transactions.

• Were all 3 qualified to rent?

  Yes

  No

  N/A

Pull 3 Rental Ready vehicles?

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

  Yes

  No

  N/A

• Is data cleared on these vehicles?

  Yes

  No

  N/A

Employee Schedule

• Is a Full and Part time schedule posted in branch?

  Yes

  No

  N/A

• Post picture of the schedule

  Media

Callbacks and Account Receivables

• Are there any pended tickets < 3 days?

  Safe

  At Risk

  N/A

• Are their any double rent pends?

  Safe

  At Risk

  N/A

• Is the AR list assigned on the duty roster?

  Yes

  No

  N/A

• Are callbacks assigned on Duty Roster?

  Yes

  No

  N/A

• Inspected by:

  Sign