Title Page
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Document No.
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Audit Title
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
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Total branch boss entries
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Employee 1 boss entries
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Employee 2 boss entries
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Employee 3 boss entries
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Employee 4 boss entries
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Employee 5 boss entries
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Employee 6 boss entries
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Red car during visit?
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Under 20 minute report (from Jessie)
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Priority Pass script is being followed
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VIP stamp being used
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Branch PPASS score
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All PPASS contracts pre-written for the day?
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CSCs done daily (make sure we are going over charges and documenting in callbacks)
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3 critical questions being asked and logged in SF Log
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All cars are being cleaned every night
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Close pends less than 1% of tickets
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Office clean and check lost and found
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No callbacks behind
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Is someone doing adjuster and 1.0 callbacks?
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Employee hours budgeted and in line. Workbrain up to date.
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Check ARMS usage - reports from Jessie for B/S and Dealership
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30 day re-writes are up to date
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Review Ron Spires last audit
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LOFR score
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Recall score
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Rate tracker sent twice daily
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Morning huddle today?
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Goal board updated?
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Training and observations happening for anyone under $7?
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Monthly sales performance reviews for all employees
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Check employee files (for 4x4s/MPRs, PDMs, Roadmaps, Sales Observations, etc.)
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6 sales steps being followed
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Intro/Biz card
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BRP lead
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Walk the lot
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Fuel at the counter
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RAP
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Coverages
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Car Sale Lead
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Branch Net Other over $105 expectation
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Employee Package Points average 90+
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Branch DW/PAI split less than 4%
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Branch/Employee add'l rev over $7
