Sales Club Visit

Office Presentation. i.e. clean, dust free, no prints on windows, garbage 2 inches below rim, desktop/credenza organized. Uniform offices

Style Guide. i.e. Professional appearance, name tags, well groomed

Safe Guarding. i.e. Consider: Protect all member information, Proper safe guarding per SOP

Unit Projection/Marks. i.e. Consider: 85% by the 8th, 90% by the 15th, 95% by the 24th

rVIP. i.e. Consider: Collection @ 1.0/Conversion @ 15%

Call Volume. i.e. Average Call Volume @ 80 per MEA MTD

Window. i.e. Consider: Average appts shows of 2 per MEA per day (excluding web)

Training Solutions Completed. i.e. Consider: TS appt set and appt show%

myHealthScore Completed. i.e. Consider: MHS appt set and appty show%

BUCK$ Redeemed. i.e. Consider: Bucks redeemed for current and prior months

Engagement Calls Completed. i.e. Consider: 7 / 21 / 90 day

Systems Binder. i.e. Consider: Updated and Utilized

Daily Business Planning. i.e Consider: Submitted by each MEA

Weekly 1:1s with MEAs. i.e. Consider: Scheduled in outlook for each TM and ACAs completed/Club Commitment Document

Team Schedule. i.e. Posted in office - built for month, follows scheduling guidelines

Real-Play / Coaching. i.e. Consider: Evidence of enviroment of practice/real-play/shadowing

Weekly Sales Meetings. i.e. Consider: Agenda, No guests, ed center, full participation, scheduled in outlook

DSSR review. i.e. Consider: Lead entry, closing, conversion

Staffing/Casting. i.e. Consider: Optimal Staffing. On-going interviews and talent search

Lead Follow Up. i.e. Consider: Leads followed up @ 70% from previous 60 days

Overdue Calls and Tours. i.e. Consider: no overdue calls within 48 hours and no overdue club tours

White Board Alignment. i.e. Consider: Whiteboard updated by MEA and MEM (daily)