Hey Wayne I give my advisors a daily production sheet that they must turn in daily. It includes things like:
1. Follow up phone calls to past FTA's (3 Daily - must make contact)
2. Calling appointment reminders (3 Daily - Must make contact)
3. Calling last weeks customers to say thank you (3 Daily must make contact)
4. Calling customers who have Previous recommendations (3 daily must make contact)
what I mean by must make contact is if they call someone and just left a message it does not count, they must actually make contact with the person for it to count.
I hope this helps, this is just a few things that I include in there daily production sheet.
service writer/manager responsibilities
in Waynes Garage's Blog
A blog by Waynes Garage in Member Blogs
Posted
Hey Wayne I give my advisors a daily production sheet that they must turn in daily. It includes things like:
1. Follow up phone calls to past FTA's (3 Daily - must make contact)
2. Calling appointment reminders (3 Daily - Must make contact)
3. Calling last weeks customers to say thank you (3 Daily must make contact)
4. Calling customers who have Previous recommendations (3 daily must make contact)
what I mean by must make contact is if they call someone and just left a message it does not count, they must actually make contact with the person for it to count.
I hope this helps, this is just a few things that I include in there daily production sheet.