Goals
What is our yearly branch goal?
65
What is one way to refer a friend NOT in branch?
Digital Referral
How much is each premium card a month?
100+ How long does the customer get free when they enroll?
Gold: $9.95 Platinum: $14.95
90 days
What are the 3 steps we should use when speaking with customers?
Thank - Ask - Offer
What two sayings are just as important as mentioning Velocity?
Thank you and have a great day
What was tip #1 that I included in 11/03/2025 Velocity email?
Use our access to technology to your advantage
How does the customer go about cancelling their card?
Calling the number on the back of the card
How many points are rewarded for getting 100% on a mystery shop?
100 points
What is our current branch number for velocity goals as of 11/04/2025?
46
What was the quote of the month in my email on 11/03/2025
"Pleasure in the job puts perfection in the work"
How long are your points earned good for?
2 years
What benefits come with the platinum card and not the Gold or classic cards?
Buyers Protection & Exclusive Rewards/Vacation Packages
In September 2025 were we above 100% or below 100% of our goals for that month?
Above: We were at 116.7%
What November Holiday could you incorporate into your referral opportunities?
100+ points for including a national holiday (100 points each-there are two options)
Veterans Day - refer a veteran, they can get points!
World Kindness Day & World Hello Day
How much should you tell a customer the premium cards cost when explaining the prices to them?
Platinum: $.50/day
Gold: $.34/day
What is the average $ amount the customer could save monthly by enrolling in the platinum card option?
$102.00
What month did we have our most recent premium debit card enrollment?
100+ points for who enrolled the customer
September 2025
Aubree
What Mount Pleasant Branch had a higher percentage for their 09/25 branch goals?
Pickard with 150%
How many points are earned on each different debit card?
Classic:1point/$100
Gold: 2points/$100
Platinum: 3points/$100
How many points do you need to purchase the NCAA basketball?
100+ if you can tell me how many points you need for the 160cc Push Lawn Mower & Keurig K-Cup OfficePro (100 each)
200 points
- Lawn Mower: 4000
- Keurig K-Cup: 2000