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ON-TIME
PAYMENTS
ASSISTED #3 Date
r Greet customer r Take the payment according to pay cycle
r Pull up account r Ask for referrals
r Update all contact information r Thank the customer
Customer Name Product Next pay day Renewal date Amt. of Payment DRIVER'S SEAT / TAKING ON-TIME PAYMENTS
UNASSISTED #1 Date
r Greet customer r Take the payment according to pay cycle
r Pull up account r Ask for referrals
r Update all contact information r Thank the customer
Customer Name Product Next pay day Renewal date Amt. of Payment
UNASSISTED #2 Date
r Greet customer r Take the payment according to pay cycle
r Pull up account r Ask for referrals
r Update all contact information r Thank the customer
Customer Name Product Next pay day Renewal date Amt. of Payment
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Drive_First_Gear_vF2-0_Day4.indd 226 7/9/2015 10:10:39 AM
