Information

  • Rev It Up! Area Manager Branch Visit Checklist

  • Conducted on

  • Prepared by

  • Location

Growth:

  • Is the Marketing Plan posted on the goal board?

  • PDM's completed for all employees with a minimum of 5 action steps?

  • PDM action step completion outlined on goal board?

  • Branch uses proper phone greeting and quoting from ECARS 2.0

  • Branch promotes $12.99 WES to returning customers

  • Are there any flashing Red Cars at time of branch visit?

  • Do employees know ICLOSE?

  • Branch YTD Growth:

SQI:

  • Where is the branch at with Rental Ready % MTD & YTD:

  • Is someone assigned to handle callbacks?

  • Are callbacks completed for the day?

  • Does this branch use the 3 critical questions for returning customers?

  • Were after-hours drop calls made today?

  • Does this branch have a regular plan to contact after hour calls?

  • Priority Pass bin is in use (current ticket waiting for customer)

  • Do branch employees know the PP phone script?

  • Does the branch have a plan to handle one way business?

  • Does the branch know the mileage threshold for one-way? (Less than 32k)

  • How many tickets are currently pended? (Less than 5% of fleet)

  • Car Cleanliness (check three cars/inspect tires)

  • Is the branch clean?

  • Are employees professionally dressed/groomed?

  • Does this branch have an active QB plan?

  • Is full tank policy in effect?

  • Are cars marked clean and ready to go?

  • Do the employees know and use 8-pack?

  • S/F log in use?

  • Are employees passing out business cards?

Profitability (Revenue):

  • Is the goal board up to date? (Take Picture)

  • Add media

  • Are all sections in use?

  • Is there a concentrated effort on collections?

  • Are employees awarded for their monthly ARPD results?

  • Is there emphasis on breakeven? Aware of approximate b/e?

  • Branch Operating Profit YTD (+/- vs last year):

  • Branch IPC YTD (+/- vs last year):

  • Branch Net Other YTD (+/- vs last year):

Profitability (Cost Control)

  • Trunk-to-trunk inspections at both time of rental and return?

  • How is the branch doing with fuel collections?

  • Are we asking customers if they had an opportunity to fill the car?

  • Are all deposits accurate on all rentals?

  • Bad Debt YTD/per car:

  • Uninsured Losses YTD/per car:

  • Net Fuel Expense YTD/per car:

Leadership, Rentention, Development:

  • Did you ask the Branch Manager and employees if there are any ethical concerns?

  • Did you speak to employees in a one-on-one setting to ask about career and sales effort?

  • If any employee reviews are due this month, will they be done on time?

Overall Score For This Visit

  • Overall Score:

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