24EE ARM Branch Visit Checklist

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Branch income, growth, irate, ICDW %, RCDW %?

• Total branch boss entries

• Employee 1 boss entries

• Employee 2 boss entries

• Employee 3 boss entries

• Employee 4 boss entries

• Employee 5 boss entries

• Employee 6 boss entries

• Red car during visit?

  Yes

  No

  N/A

• ARMS Contact Analysis Report Under 20 min %? / Under 1 hour %?

• Priority Pass script is being followed?

  Yes

  No

  N/A

• Priority Pass board up?

  Yes

  No

  N/A

• Branch PPASS score

• All PPASS contracts pre-written for the day?

• CCQ done?

  Yes

  No

  N/A

• 3 critical questions being asked and logged in SF Log

  Yes

  No

  N/A

• All cars are being cleaned every night

  Yes

  No

  N/A

• Car cleanliness

  Yes

  No

  N/A

• Add media

  Media

• Add media

  Media

• Add media

  Media

• Close pends less than 5%?

• Office clean and check lost and found

• Add media

  Media

• No callbacks behind

• Employee hours budgeted and in line. Workbrain up to date.

  Yes

  No

  N/A

• Check ARMS usage

• 30 day re-writes are up to date

  Yes

  No

  N/A

• LOFR score

• Recall score

• Rate tracker sent twice daily

  Yes

  No

  N/A

• Morning meeting today?

  Yes

  No

  N/A

• Goal board updated?

  Yes

  No

  N/A

• Training and observations happening? Observing for word paths?

  Yes

  No

  N/A

• Monthly sales performance reviews for all employees

  Yes

  No

  N/A

• Courtesy basics being followed?

  Yes

  No

  N/A

• Spot check courtesy basics-2 rentals/2 returns

  Yes

  No

  N/A

• Rental- Employee-

• Rental- Employee-

• Return- Employee-

• Return- Employee-

• Smile (TTS)

  Yes

  No

  N/A

• Use Cust last name and your own

  Yes

  No

  N/A

• Do it with sincerity and enthusiasm

  Yes

  No

  N/A

• Liberal use of courtesy words

  Yes

  No

  N/A

• 10 ft rule

  Yes

  No

  N/A

• EGF execution and frequency

  Yes

  No

  N/A

• Clean car checklist

  Yes

  No

  N/A

• Branch Net Other over $120 expectation

• Branch/Employee add'l rev over $7

• Yellow car plan/follow up

  Yes

  No

  N/A

Counter Manager/Mayor Effectiveness

• Select from range