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Home > customer facing screening questionnaire Certainly! Here is a **Customer-Facing Screening Questionna

customer facing screening questionnaire Certainly! Here is a **Customer-Facing Screening Questionna

Verify customer name.

Confirm contact information (phone number, email).

Record customer location (address).

Ask about the reason for the visit or inquiry.

Determine the specific service or product interest.

Clarify any previous interactions with the business.

Inquire about any recent illness or symptoms.

Ask about recent travel history.

Confirm vaccination status (if relevant).

Assess qualifications for the requested service/product.

Verify any necessary documentation (ID, proof of income, etc.).

Check for any existing accounts or services with the business.

Ask about preferred communication methods (email, phone, text).

Determine preferred appointment times or service options.

Gather input on past experiences and satisfaction levels.

Provide space for customer comments or questions.

Document any special requests or considerations.

Include follow-up actions required based on responses.

Obtain customer consent for data collection.

Review any terms and conditions related to services.

Confirm understanding of privacy policies.

This checklist can help ensure a comprehensive and organized approach to customer screening.

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