Phone Call ChecklistStep 1Step 1Step 2Step 2Step 3Step 3 Step 1 Step 2 Step 3 The Applicant Name Phone no. Who made the call? EmploymentAre they employed? Yes No If no, are they actively looking for work? Yes No What do they do for work? Can they briefly explain what they will be using the scooter for? If any criminal convictions, driving offences etc. can they briefly explain the circumstances? PaymentsWhat day of the week would they like their payments to come out? Monday Tuesday Wednesday Thursday Friday Does the applicant understand how we take payment? Yes No Does the applicant understand the consequences of missing payments? Yes No Scooter Information What riding experience do they have? Where will the scooter be stored overnight? Where will the scooter be stored during the day? Does the applicant agree to use the lock when they are not with the scooter? Yes No What do they think their daily mileage will be? Does the applicant understand and agree to the monthly mileage limit? Yes No Does the applicant understand what they cannot do with/whilst using the scooter? Yes No General thingsWhat's the best way to contact the applicant? Phone call Email Text How did the applicant find out about us?Does the applicant understand and agree to what has been run through on the call? Yes No Write down any questions that were asked/things to be followed up on if need be Notes Finish the phone call. Notes about how the call went, how the applicant came across and their suitability for W2W to be made here and discussed internally.. SHOW SUMMARYSome required Fields are emptyPlease check the highlighted fields. Submit Previous Step Next Step
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