Use this PMI branch visit template as a roadmap to validate branch performance and customer experience. Review staffing deltas, turnover, new hire retention, NPS, collections, return rates, escalations, safety survey results, revenue and margin plans, backlog, cancellations, financing and sales material plan utilization. Observe center of excellence hygiene, fire teams, gate checks, production debriefs, quality assurance calls, leadership debriefs, and job completion SOPs. Capture observations, score the visit, and set priority action items.
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