Page 185 - Drive First Gear Complete - Web

TAKING AN ON-TIME

PAYMENT

Review: Now, watch two payments being made in the store. Use the following chart to record your
observations.

Questions Customer 1 Customer 2

Circle the customer's mood
when they entered the store

Did we greet the customer Y / N Y / N
within 20 seconds? WELCOME & ORIENTATION / TRAINING ROADMAP

• • CUSTOMER PAYMENTS / TAKING AN ON-TIME PAYMENT

Did the customer provide • •
any new information? If so, • •
list the new information
supplied by each customer. • •

• •

How much was the payment
amount? Cash or credit?

How much change was given
(if any)?

Did the customer’s next
renewal date match their Y / N
next pay day (NPD)?

Customer’s Next Pay Date
(NPD):

Next Renewal Date:

Did your coworker ask for a Y / N Y / N
referral?

Did your coworker thank the Y / N Y / N
customer?

Circle the customer's mood
when they left the store

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