H&P - KIA Finance Renewals Training.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Overview of current performance.

Administration

• Sales Manager can access renewals website?

  Yes

  No

  N/A

• Sales Manager/Team confident using renewals website?

  Yes

  No

  N/A

• Current live campaigns actioned?

  Yes

  No

  N/A

• Sales Manager and team updating leads following contact?

  Yes

  No

  N/A

• Process in place to manage lead contact effectively throughout month?

  Yes

  No

  N/A

• Current settlement request leads reviewed and actioned.

  Yes

  No

  N/A

• Settlement request alerts preferences up to date.

  Yes

  No

  N/A

• BDM present on the day?

  Yes

  No

  N/A

Results:

Leads available on arrival:

Additional leads extracted via 'make a deal': (include campaign parameters).

Total leads actioned on the day:

Customers successfully contacted:

Confirmed appointments:

Summary