Title Page

  • Conducted on

  • Location
  • Personnel

GUEST GREETING

  • Friendly and Smiling

  • Introduces self and welcomes to VIOC

  • Asks if been with us before?

  • Did the CSR adequately explain SERVICE EXPECTATION and INTRODUCE TEAM?

  • Explain how we check the following:

  • Safety Items

  • Efficiency of the Vehicle

  • Systems and Fluids

  • Did the CSR explain the Callouts?

  • Was Guest Information verified including:

  • Mobile Phone

  • E-mail

  • Cabin list verified?

  • After light / wiper check, did the CSR ask for the sale?

  • Did CSR have guest turn off lights?

  • Foot off brake after keys in box?

  • Did the CSR call out VO/VA/ft.lbs before oil presentation?

Oil Presentation

  • Did CSR explain three oils to choose from on correct screen?

  • Did CSR make personal recommendation?

  • Small talk before battery tested?

Service Recommendations

  • Set up presentation correctly? Explain process, mention CarFax, ask to update records manually.

  • Present good items first?

  • Was "NO" from guest followed up?

  • Systems and Fluids: Did CSR explain that recommendations are from OEM?

  • Prioritize on mileage? Ask for sale now?

Effeciency

  • Filters side by side, 12-month 'in hand?'

  • Mention performance guarantee on 2-part?

Finalize Invoice

  • Review services selected, fluids filled, tire pressure?

  • Ask if there is anything else we may perform?

  • Highly satisfied with visit?

  • Point out phone and SMG survey?

  • Group Goodbye?

GEMSS

  • Gestures with hands?

  • Eye contact; not talking to computer.

  • Proper posture? Faces guest, does not lean/slouch?

  • Enthusiastic, friendly, confident?

  • Always smiles when interacting with the guest?

Performance

  • Ticket total?

  • New or Returning guest?

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.