Information
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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
Capitol Dough Catering Manual
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CDCM has been explained and CC understands how to use it as a resource
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Select date
4-Walls Marketing
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Email Blasting <br>
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Fax Blasting
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Catering Display
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Fishbowl
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Converting Large To-Go Orders <br>
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Sampling and Schmoozing <br>
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CC is comfortable with Confirmation and Follow-up calls and understands how to use this as a sales building tool. (I.e, unselling, next orders)
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Select date
Buzzing
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Finding Buzzing Locations<br>
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10 Locations Buzzing with RCSM
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CC can complete and understands PRF form and POS procedure
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Select date
Sales Presentations
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Researching New Business's
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Scheduling a Sales Presentation<br>
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1 - Sales Presentation with RCSM
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CC can complete and understands PRF form and POS procedure
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Select date
Sales and Marketing Weekly/Period POA
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Weekly/Period Sales Budgets and Tracking<br>
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Weekly/Period Sales POA and Schedule
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Select date
Harvest/Email/CCDB
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CC has understanding of Harvest pages/resources and how to access this tool
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CC checks email and understands that checking email should be done twice a day minimum
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CC can access CCDB documents
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CC understands different CCDB documents and can explain how to use them
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Select date
Invoicing/House Accounts
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CC has been explained and has a complete understanding of house accounts / invoicing procedures
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CC can complete invoice on the BOH
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CC can ring up an invoice on the POS
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CC understand BOH computer filing system
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CC obtains a signed copy of the invoice and faxes copy to RCSM and keeps a copy in invoice filings system
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Select date
PRFs
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CC understands PRF form and can complete
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CC understands PRF Log form and can complete each period
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Select date
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CC Signed Off on training
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RCSM Signed off on Training
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Select date
