Enterprise Branch visit check list

• Visited Branch

• Conducted on

  Date

• Prepared by

• Prepared for

Employee development

• Morning meeting conducted

  Yes

  No

  N/A

• QB plan utilised

  Yes

  No

  N/A

• Employee road maps up to date

  Yes

  No

  N/A

Customer service

• Staff dress code

  Yes

  No

  N/A

• Proper greeting including name use, handshake and standing up

  Yes

  No

  N/A

• Clients are offered a coffee

  Yes

  No

  N/A

• Waiting clients are acknowledged

  Yes

  No

  N/A

• Proper telephone greeting and answering within two rings

  Yes

  No

  N/A

• Staff are following rental ready process

  Yes

  No

  N/A

• Client is given a business card at departure

  Yes

  No

  N/A

• Courtesy call completed (24 hour calls)

  Yes

  No

  N/A

• Tickets closed on launchpad

  Yes

  No

  N/A

• Three critical questions properly asked and entered in SFL

  Yes

  No

  N/A

• + 1 given to clients

  Yes

  No

  N/A

• Client is showed all charges before contract is closed

  Yes

  No

  N/A

• Customer is thanked ,invited to return and given a business card

  Yes

  No

  N/A

• No pended tickets

  Yes

  No

  N/A

Growth

• Marketing Calendar updated

  Yes

  No

  N/A

• Employee PDM's up on wall

  Yes

  No

  N/A

• Employee are showing "YES" mentality

  Yes

  No

  N/A

Profitability

• PUPS board is properly updated

  Yes

  No

  N/A

• 3 Stage sales process followed

  Yes

  No

  N/A

• Fuel option properly explained

  Yes

  No

  N/A

• PAI offered to client

  Yes

  No

  N/A

• T2T is properly conducted

  Yes

  No

  N/A

• EP and PBA properly offered

  Yes

  No

  N/A

• Employee is assigned to work bad debt

  Yes

  No

  N/A

Branch and lot

• Branch cleanliness

  Yes

  No

  N/A

• Fuel sign updated

  Yes

  No

  N/A

• PAI signage in view

  Yes

  No

  N/A

• Confidential documents properly stored

  Yes

  No

  N/A

• Keys are properly secured

  Yes

  No

  N/A

• Minimum parking spaces available for returns

  Yes

  No

  N/A

Véhicules

• Damage free vehicles on the lot

  Yes

  No

  N/A

• Clean Interior

  Yes

  No

  N/A

• Clean exterior

  Yes

  No

  N/A

• Mirror hanger placed

  Yes

  No

  N/A

• Vehicles documents in check

  Yes

  No

  N/A