Page 287 - Drive First Gear Complete - Web

COLLECTION

CALLS

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

#2 – 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 DRIVER'S SEAT / COLLECTION CALLS

2

3 WELCOME & ORIENTATION / TRAINING ROADMAP

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

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

#3 – 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:

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