Membership Tour

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Simple selling entrance

• Entrance greeter greeting ?

  Yes

  No

  N/A

• Exit greeter thanking & telling about the survey ?

  Yes

  No

  N/A

Credit

• Current flyer being offered at door ?

  Yes

  No

  N/A

• Cashiers able to speak about current offer ?

  Yes

  No

  N/A

Member Service Desk

• The desk is clean and free from damage

  Yes

  No

  N/A

• The handicapped area of the desk must be accessible to members and free of clutter

  Yes

  No

  N/A

• Each register must be signed with current company approved signing

  Yes

  No

  N/A

• Ensure the club permits & licensing board is organized and up to date

  Yes

  No

  N/A

• Ensure the refund area is clean neat organized, all damages labeled with reasons

  Yes

  No

  N/A

• Is the TDS presentation correct ? Using tools PDF & TDS one pager ?

  Yes

  No

  N/A

• Does the desk associate know their numbers ? Daily & weekly goals & results from lw

  Yes

  No

  N/A

• Are they answering the phone correct ?,on hold less than 90 seconds ?

  Yes

  No

  N/A

Front End

• COS do they know their numbers ? Daily weekly goals ? What are the results?

  Yes

  No

  N/A

• COS is the binder for cashiers up to date ?

  Yes

  No

  N/A

• Do cashiers have tally sheets ? Are role play sheets filled out ?

  Yes

  No

  N/A

• Are cashiers reciting correct script ? 0-45, & plus ?

  Yes

  No

  N/A

Questions to challenge

Office

• Is Membership Ratings Board up to date ?

  Yes

  No

  N/A

• Is Drives board up to Date , should be 45 days out <br>Ly advantage numbers on left side ,P,G,a filled out/ prospect/goal/actual<br>Drive calendar needs to be 60-90 days out <br>Should be more purple than blue<br>Enough activity to achieve results ?

  Yes

  No

  N/A

• Is budget updated?

  Yes

  No

  N/A

• Is 52 week tracker updated ?

  Yes

  No

  N/A

• Are there CM tour notes posted?

  Yes

  No

  N/A

• Is coach's business binder & board updated with detailed notes ?

  Yes

  No

  N/A

• Is all 1067 items scanned out and distributed to business members ?

  Yes

  No

  N/A

• Office needs to be neat, clean , no clutter

  Yes

  No

  N/A

• PMP files need to be alphabetized in bottom drawer, <br>Top drawer should be 1st-31st ,pull the file info it should match drive board info <br>Monthly should only be PMP contact sheet

  Yes

  No

  N/A

• National accounts should be worked by MTL<br>Should have listing and bottom drawer with 52 week file with appointment

  Yes

  No

  N/A

• Is comp shopping 100% by close COB Wednesday

  Yes

  No

  N/A

Membership Goals

• TDS %<br>Upgrades per day -goal 10<br>0-45 renewals 25% <br>In club renewal % -6%<br>PMP sign ups -20 PW<br>Credit 10 per day <br>Plus penetration 4% or higher

  Yes

  No

  N/A