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new customer checklist

Initial Customer Information

Gather basic customer information (name, contact details, address, etc.)

Determine the industry and type of manufacturing required

Identify the customer's specific needs and requirements

Record any special considerations or requests

Product Specifications and Design

Obtain detailed product specifications from the customer

Review design drawings or blueprints, if provided

Assess the feasibility and compatibility of the design with manufacturing capabilities

Identify any potential design improvements or cost-saving suggestions

Manufacturing Process and Capacity

Determine the manufacturing process required for the product

Assess the organization's capacity to meet the customer's demands

Evaluate the availability of raw materials and components needed

Check if any specialized equipment or machinery is required

Quality Assurance and Control

Determine the quality standards and requirements set by the customer

Assess the organization's quality control processes and certifications

Identify any specific testing or inspection procedures needed

Establish communication channels for quality-related feedback or issues

Pricing and Contractual Agreements

Obtain pricing information and negotiate terms with the customer

Prepare a formal quotation or cost estimate for the manufacturing project

Discuss payment terms, delivery schedules, and any other contractual agreements

Review and finalize all legal and commercial aspects of the contract

Project Planning and Communication

Develop a project timeline and production schedule

Assign responsible individuals or teams for each manufacturing phase

Establish regular communication channels with the customer for updates and progress reports

Set up meetings or virtual conferences to discuss project details and address any concerns

Logistics and Shipping

Determine the packaging and labeling requirements for the finished products

Coordinate with the customer regarding shipping or transportation arrangements

Ensure compliance with any international trade regulations or customs procedures

Confirm delivery timelines and provide tracking information, if applicable

Customer Satisfaction and Feedback

Conduct regular follow-ups with the customer to ensure satisfaction

Request feedback on the manufacturing process and product quality

Address any concerns or issues promptly and professionally

Use customer feedback to improve future manufacturing processes

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