SAMPLE Adding Customers

Customer Service

1. All Customer contact must be documented.

2. Record Customer name and contact information.

(SEE “Customer Sales and Service” documents for scripts, pricing and required sales activities)

3. Prepare a custom Estimate, revise as necessary.

   1. If Customer does not accept an Estimate SEE “Keeping Potential Customer Information” documents.

4. Have Customer sign the accepted Estimate.

5. Prepare a new Customer File. (SEE “Customer File Contents” document)

6. Accept payment. (SEE “Handling Receipts” document)

7. Forward payment and new Customer File to {Bookkeeper/Data Entry/Marketing/Sales/General Manager}.

Adding Customers.doc	1 of 1	Revised: 2/25/2007 11:25 a2/p2
Previous versions are OBSOLETE!