Information
-
Branch
-
QA Analyst
-
Conducted on
-
QA Name
-
QA Location
-
Branch Personnel
-
Position
- BM
- Cashier
- SO
- RO
House to House Marketing
-
1. So gets instruction from BM on where to conduct HH marketing during branch planning
-
2. so gets the flyers and SO Logbook from the Cashier
-
3. SO goes to the target barangay right after the branch planning
-
4. SO approaches prospective client: house and business qualified
-
5. So introduces himself/herself
-
6. SO hands over flyer to prospect client
-
7. SO clarifies if the prospect is the owner of the business
-
8. SO invites prospect to the PM
-
9. SO answers questions from the prospect
-
10. SO writes the questions on the logbook which are not covered by the FAQ
-
11. SO asks the name and phone number of the prospect
-
12. SO writes name and number of prospect on the logbook
-
13. SO asks the prospect if she can refer other neighbors with business to One Puhunan
Finish
Finish
-
Staff Assessment
-
Remarks
-
Auditors signature
-
Branch Personnel Signature
