Memorandum : To All Direct Reports
Chiefs or Acting Chief of SBUS
Date: Februaryy 21, 2014
We shall standardize the minimum contents of daily text sms direct report to the office of the SMD:
I For SBUs
1. Results:
Sales amount
Number of units # plots
#BVO
Gross Receipt
Net receipts:
2. Outputs:
# of Class A prospects
#interments done
# trippings
# sales presentations
# of foff postings (complete with links
# of griefshare postings (complete with links/QR
# agents visited
# agents recruited
(only if your staff is incomplete) # of applicants
# of promo items
# merienda for customer served
# type of park beautification being conducted
II For BPI
1. Results:
SBU sales: Amount
#
#
# BVO
2. BPI:
# Sales by Records
# of docs finished
# of docs signed
# of docs notarized
# of docs pouched
# of docs followed up
# of prospects
3. # collection letters
# of rescission letters sent
# of forfeitures
(weekly level of arrears)
4. CVs made
5. # of CVs signed
6. # of checks made and signed
7. BPI business generated for the day
III Marketing coordinator:
1. Sales amount
2. Net Cash Received for sales
3. Agents recruited
4. Agents visited/motivated
5. #Total number of Class A prospects
6. #total of Class B prospects
7. #Sales presentation
8. # of email marketing
9. # leaflets distributed
Maybe modified from time to time
Let us be diligent in doing this.
Let us comply
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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