New Customer Audit Form
Complete the customer journey audit
Accounts
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Customer Journey Stages
Customer Details
Date
Action Needed
Comments
Call/Email to Customer
Date
Action Needed
Comments
Proposal Sent
Date
Action Needed
Comments
Customer Acceptance
Date
Action Needed
Comments
Quote Sent
Date
Action Needed
Comments
Site Locations Requested for Network Survey
Date
Action Needed
Comments
Network Survey Complete
Date
Action Needed
Comments
SLA Sent and Signed
Date
Action Needed
Comments
Installation Meeting with Deos Questionnaire
Date
Action Needed
Comments
Agreement to Install
Date
Action Needed
Comments
PO Requested
Date
Action Needed
Comments
All Documentation Received and Checked
Date
Action Needed
Comments
Purchase Necessary Hardware and SIMs
Date
Action Needed
Comments
Installation Agreed via Message with Engineer
Date
Action Needed
Comments
Installation and Testing
Date
Action Needed
Comments
Project Complete
Date
Action Needed
Comments
Customer Satisfaction Call/email
Date
Action Needed
Comments
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