Current 3 Month ESQi
Current 6 Month ESQi
Current 12 Month ESQi
Did all Employees Arrive at Designated time?
Was there a detailed morning huddle?
What was discussed during morning huddle?
Is there a contest for the day?
Did the branch close clean the prior night?
If the office clean and clutter free?
Is the office complying with privacy?
Outside of office clean and clutter free?
Is all equipment, lights running properly?
Is front counter area clean and organized from a customer perspective?
Break room/ rest room clean?
Customer Front End Interaction Audit (3-5 customers)
Did we greet customer at the front door?
Was there an introduction?
Did employee use the customers name?
Launchpad used in front of counter?
Did employee utilize 4x3 Sales Approach
Customer Return Interaction Audit (3-5 customers)
Did we meet customer at the front door?
Did employee ask the 3 critical questions?
Was there a customer dispute resolution opportunity?
Clean Car Audit (3-5 vehicles)
Does the vehicle have the proper Tire Tread Depth
Any information in vehicle left from previous renter (glove box, console, etc)
Close the Loop Audit (3-5 customers)
Did the employee ask the 3 critical questions?
Is the Branch Operation Plan posted?
Is the Branch Operation plan being followed?
Is the branch checklist updated?
Is the branch utilizing the DASH?
Has Wednesday Report been completed and worked on time?
Current Month Bad Debt
Are callbacks up to date?
Are total branch pended tickets under 5%
How many pends are 5 days+
Is the branch Red Car/Yellow Car plan up to date and being followed?
What is the branches under 20 min contact %
Number of 30+ day open tickets
Followup 30+ day tickets
Is Branch LOFR score < 25?
Underwriting Audit (3-5 debit card rentals)
Employee who wrote ticket
Correct Deposit Taken?
Renter Verify Button Checked
Pass or Fail Underwriting
Branch goals, posted and up to date on goal board?
Current Branch TAR
Current Branch DE MTD
Current Branch Net Other
Employees aware of their own individual performance?
Boss Call update (is branch on pace to hit marks: BM (15), AM (10), MT/MA (5))
Is Branch Marketing Calendar in place and being followed?
MPE completed and administered in a timely manner to begin the month?
Every employee has Electronic PDM loaded for current month?
Any employee reviews past due?