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PAST-DUE
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 / PAST-DUE 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
WELCOME & ORIENTATION / TRAINING ROADMAP
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
Unassisted #3 Date Customer name
Unassisted #4 Date Customer name
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Drive_First_Gear_vF2-0_Day6.indd 284 7/28/2015 10:25:23 AM
