Page 292 - Drive First Gear Complete - Web

ACCOUNT

MANAGEMENT 0

Constructing a Customer File

REVIEWING THE FILE FOR

ACCURACY

The last step in the customer file
construction process is the final review. All
completed files should be reviewed by a
manager to verify the following: Neal Boomer WELCOME & ORIENTATION / TRAINING ROADMAP

• All of the required documents present

• All documents have been signed and
dated where required

• The customer was set up on the correct
due date and pay schedule: Give it a try!!! Samantha White

• This can be determined by reviewing the Pull a couple of customer
pay day and frequency documented on files and check them for
the customer’s order form, and then accuracy using the Customer
looking to see when their first payment
is due; if this does not appear File Review Sheet with your
correct, this should be cleared up during learning coach.
the customer callback

• Conduct one final review of the Rental Fix any issues you find.
Order Form:
• Even though the store manager would
have approved it prior to the agreement
being written, you cannot
be too careful with the order form
process

The review should be documented by the
manager placing his / her initials and the
date on the front of the file.

Date: 05/25/13

Manager signature

291 292
291

Drive_First_Gear_vF2-0_Day6.indd 291 7/28/2015 10:25:53 AM