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Seguimiento semanal del Líder de Tienda

by Carlos Martinez, from the Community

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Plantilla SLP en español para la revisión semanal del Líder de Tienda en una operación de servicios financieros al detalle. Cubre bitácoras digitales, cronograma, revisión de préstamos, clientes nuevos e inactivos, adjudicados y reformulaciones. Incluye envío de oro a central, arqueo, seguimiento de auditoría, gestión telefónica y uso de sistemas como Zeus. Evalúa 7S, uniformes, limpieza, seguridad y servicio. Verifica campañas y materiales, precios, fichas CAM y ejecución comercial en campo con volanteo y actividades de venta. Considera administración de correos, horarios, mermas, armado de paquetes y metas, con registro de evidencias, calificaciones y firmas.

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With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

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This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.