TO : All CMOs
Calamba - Cynthia Cartago for Calamba and Calapan
Pangasinan - BGG for La Union and Pangasinan
Oton - AC
BPI - Fermin
Majorem Lending
SUBJECT: WEEKLY REPORTS (REVISED V.2)
Your are hereby directed and ordered, subject to CCD if you do not comply, to submit weekly, by Saturday, to cover Saturday to Friday events in your SBU. The topics/fields are as follows:
1. Numerical report:
1. Weekly sales vs weekly target:
PHP amount
Number of Units
Prospects
2. The weeks performance vs month target
3. Cash receipts vs weekly target
4. Cash receipts vs monthly target
What will be done to meet the targets
5. Recruitment - number of applicants
6. Number of emails collected
B. Qualitative report
What did the SBU/CMO do for the following strategic initiative for 2014:
1. New products - targets
Performance vs target by product, by channels. What was done well not done well
2. Bundling
What was done to promote the value packages. What was not done well? What can be done to improve performance
3. Park beautification
Park beautification means: having more plants planted, repairs, painting, removal of ugly appurtances
4. Agency:
1. Proper accreditation - issuance of ID, biodata
2. Recruitment and training
3. Sales meeting/information/meeting/visits/communication
4. Rewards and recognition
5. Point system: counting and redemption
5. Internet marketing
1. Subscription to online transactions
2. Number of emails optins (gathered and entered into opt in form)
6. Enhanced customer experience
1. Number of interments and excellent interments
2. Number of foffs and griefsahre posting with QR codes and links, at FB and and at blogs
3. Number of meriendas/coffee served in the office; total expenses
4. Improvements/new in interment
5. Number of docs delivered on time (within 14 days from signing)
6. Number of customer complaints solved
7. Internal improvements:
1. Performance evaluation of trainees
2.Completion of staff
3. Training of staff
4. Journal entries of staff
5. Visits/comments to the community blog
6. Preparation to migration to online/B2B transactions, cashless dealings with customers
For strict compliance
Jorge US
Holy Gardens Group
CONFIDENTIALITY NOTICE/disclaimer: The information contained herein is strictly confidential in nature and is the property of Holy Gardens Group and intended only for the intended recipient and its retransmittal , reuse,reprinting or taking action other than the intended party is strictly prohibited. Holy Gardens assume no responsibility liability arising from such unauthorized use.
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