Worksheet

Add-on decision worksheet

The worksheet gives every check its own row: margin per plan, claims owner, serial link, provider file and return rule, with columns for provider A and provider B. Each cell holds a yes, no or unknown, with the name of whoever confirmed it and the date, so gaps stay visible. A lower block is for the finance lead.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Should you sell extended warranty and instalment plans online?”, www.gullysystem.com/blog/should-you-sell-extended-warranty-and-instalment-plans-online