Page 286 - Drive First Gear Complete - Web

APPLYING WHAT

YOU'VE LEARNED!

ACCOUNT

MANAGEMENT CALLS

(AT LEAST 5 CONTACTS) WELCOME & ORIENTATION / TRAINING ROADMAP

Time to make your collection calls again! Your manager or owner will observe your first five calls. Record
your first three calls (actual contact) in the space provided. Use the notes space at the bottom of each
page to write down how the experience went or any questions you may have.

# of Attempts # of Contacts # No Answer # Voice Mail

#1 – Date Customer’s Name

Before making the call, examine the account. Based on the customer’s payment and call history, write
down three open-ended questions you will ask the customer when they answer:

1

2

3

Result (circle one):
Pay by phone Commitment to pay today Future Commitment
(list time) (list commitment date)

Notes:

285 286
285

Drive_First_Gear_vF2-0_Day6.indd 285 7/28/2015 10:25:25 AM