AI Checklist Generator

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Home > create me a customer collection checklist with sections for customer site and contact details

create me a customer collection checklist with sections for customer site and contact details

Verify the customer’s physical address.

Confirm the site type (e.g., residential, commercial).

Check for any specific access instructions (e.g., gate codes, hours of operation).

Note any relevant site characteristics (e.g., parking availability, delivery restrictions).

Ensure the location is within serviceable areas.

Collect the primary contact name.

Obtain a direct phone number for the primary contact.

Gather an alternate contact name and phone number, if available.

Request a valid email address for correspondence.

Ensure all contact details are up-to-date and accurate.

Record the preferred method of communication (e.g., phone, email).

Note any specific time preferences for contact (e.g., best times to call).

Ask about any existing relationships or prior interactions with the company.

Document any special requirements or considerations for the customer.

Confirm that all sections are completed.

Double-check for accuracy in all collected information.

Save the checklist in the customer’s file for future reference.

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