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Checklists – Marketing Content for SMEs

Las checklists constitute lists that include all the elements or tasks that intervene in the provision of a service in order to verify, before the provision occurs, that all of them are present and work perfectly or, after the provision, that they have been fulfilled all the required steps.

In practice, they represent the “practical memory” of employees used by companies in order to leave nothing to the “good will” of staff.

See below for an example of the tangible or physical aspects that must be verified in a hotel room before the guest enters it.

  1. Two chairs, at least: are they clean, firm?
  2. Two reading lights, at least: do they work?
  3. A desk: clean, organized, envelopes, paper, pen, cards?
  4. A watch: does it work, is it on time?
  5. Radio, television, remote control: do they work properly?
  6. Telephone: does it work correctly, does it make internal and external connections without problems?
  7. Room service menu: is it present, clean, without erasures or notations from previous clients?).
  8. Heating: does it work properly, controls, graduation?
  9. Air conditioning: does it work properly, the controls, the setting?

10. Bathroom, shower: are they working properly, hot and cold water, water pressure?

11. Soap: in the bathroom, in the hand, in the bathtub, in the sink, enough?

12. Towels: bath, hand, two clean in each case, two spare of each?

13. Shower curtain: clean, slides smoothly?

14. Bed: is it properly dressed?

15. Extra bedding: available?

16. Extra blankets: available in the room?

17. The closet: is it clean, does it have 10 hooks to hang clothes, does it smell good?

18. The room keys: do they work properly?

19. Wake-up service: is it connected, is it working correctly?

20. Carpets: clean, without stains or tears?

21. Pictures: correctly hung?

22. Mini-bar: complete, works well: light, cold, ice?

Note that this is just an example; that list will vary depending on the type of hotel, number of stars, location, etc. Similar lists are used by airlines, car rental companies, restaurants, and so on.

The example above refers only to the tangible aspects, but checklists apply to tasks as well. For example, the technician who has just made a repair at the facilities of a client company must check, before leaving, that he has carried out a series of tasks:

  1. Clean the area where you have worked.
  2. Put back any furniture, equipment, or other materials that were moved during the repair.
  3. Check that you have collected and put in place all the tools.
  4. Prepare the repair report and obtain the signature of a customer representative.
  5. Prepare and deliver the sheet for the next revisions.
  6. Leave a card with your name and telephone number in case of later problems.
  7. Deliver catalogs and promotional material of the company.
  8. The next day, call to see if the repaired equipment is working properly.
  9. And similar tasks.

Checklists are very practical and useful and can and should be used in any type of service company or companies that sell tangibles but use the service to increase the perceived value of their offerings.

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