Page 187 - Drive First Gear Complete - Web

TAKING AN ON-TIME

PAYMENT

Questions Customer 1 Customer 2 Customer 3 Customer 4 Customer 5

Circle the customer's mood when
they entered the store

Did we greet the customer within Y / N Y / N Y / N Y / N Y / N
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 next Y / N Y / N Y / N Y / N Y / N
pay day (NPD)?

Customer’s NPD:

Next Renewal Date:

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

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

Circle the customer's mood when
they left the store

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