Information
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Rev It Up! Area Manager Branch Visit Checklist
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Conducted on
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Prepared by
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Location
Growth:
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Is the Marketing Plan posted on the goal board?
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PDM's completed for all employees with a minimum of 5 action steps?
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PDM action step completion outlined on goal board?
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Branch uses proper phone greeting and quoting from ECARS 2.0
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Branch promotes $12.99 WES to returning customers
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Are there any flashing Red Cars at time of branch visit?
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Do employees know ICLOSE?
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Branch YTD Growth:
SQI:
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Where is the branch at with Rental Ready % MTD & YTD:
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Is someone assigned to handle callbacks?
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Are callbacks completed for the day?
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Does this branch use the 3 critical questions for returning customers?
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Were after-hours drop calls made today?
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Does this branch have a regular plan to contact after hour calls?
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Priority Pass bin is in use (current ticket waiting for customer)
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Do branch employees know the PP phone script?
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Does the branch have a plan to handle one way business?
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Does the branch know the mileage threshold for one-way? (Less than 32k)
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How many tickets are currently pended? (Less than 5% of fleet)
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Car Cleanliness (check three cars/inspect tires)
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Is the branch clean?
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Are employees professionally dressed/groomed?
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Does this branch have an active QB plan?
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Is full tank policy in effect?
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Are cars marked clean and ready to go?
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Do the employees know and use 8-pack?
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S/F log in use?
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Are employees passing out business cards?
Profitability (Revenue):
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Is the goal board up to date? (Take Picture)
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Add media
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Are all sections in use?
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Is there a concentrated effort on collections?
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Are employees awarded for their monthly ARPD results?
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Is there emphasis on breakeven? Aware of approximate b/e?
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Branch Operating Profit YTD (+/- vs last year):
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Branch IPC YTD (+/- vs last year):
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Branch Net Other YTD (+/- vs last year):
Profitability (Cost Control)
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Trunk-to-trunk inspections at both time of rental and return?
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How is the branch doing with fuel collections?
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Are we asking customers if they had an opportunity to fill the car?
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Are all deposits accurate on all rentals?
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Bad Debt YTD/per car:
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Uninsured Losses YTD/per car:
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Net Fuel Expense YTD/per car:
Leadership, Rentention, Development:
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Did you ask the Branch Manager and employees if there are any ethical concerns?
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Did you speak to employees in a one-on-one setting to ask about career and sales effort?
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If any employee reviews are due this month, will they be done on time?
Overall Score For This Visit
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Overall Score: