BSBREL402A Record of conversation

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

BSBREL402a Build client relationships and business networks

• Candidate's name

• Assessor's name

Question 1: What methods do you use to establish, maintain and improve business relationships with clients and key contacts?

• The candidate's responses should evidence the following KEY POINTS.

• INDUSTRY REQUIREMENTS must be evidenced in the candidate's response. E.g. OHS legislation, Industry codes of practice, Ethical, standards, Legal requirements, Environmental legislation, Organisational policies and procedures, Strategic plans and marketing plan.

• 1.1 Articulation and clarity of speech

  Yes

  No

  N/A

• 1.2a Communicating with clients/prospects at same level

  Yes

  No

  N/A

• 1.3 Finding a common point of interest

  Yes

  No

  N/A

• Draw a diagram here

  Drawing

Question 1: What methods do you use to establish, maintain and improve business relationships with clients and key contacts?

• The candidate's responses should evidence the following KEY POINTS.

• INDUSTRY REQUIREMENTS must be evidenced in the candidate's response. E.g. OHS legislation, Industry codes of practice, Ethical, standards, Legal requirements, Environmental legislation, Organisational policies and procedures, Strategic plans and marketing plan.

1.1

• 1.1 Articulation and clarity of speech

  Yes

  No

  N/A

• 1.1b How does this response reflect to industry requirement?

  Select OHS Legislation Industry codes of practice Ethical standards Legal requirements Environmental legislation Organisational policies and procedures Strategic plans Marketing plan

  • OHS Legislation
  • Industry codes of practice
  • Ethical standards
  • Legal requirements
  • Environmental legislation
  • Organisational policies and procedures
  • Strategic plans
  • Marketing plan

1.2

• 1.2a Communicating with clients/prospects at same level

  Yes

  No

  N/A

• 1.2b How does this response reflect to industry requirement?

  Select OHS Legislation Industry codes of practice Ethical standards Legal requirements Environmental legislation Organisational policies and procedures Strategic plans Marketing plan

  • OHS Legislation
  • Industry codes of practice
  • Ethical standards
  • Legal requirements
  • Environmental legislation
  • Organisational policies and procedures
  • Strategic plans
  • Marketing plan

1.3

• 1.3 Finding a common point of interest

  Yes

  No

  N/A

• 1.3b How does this response reflect to industry requirement?

  Select OHS Legislation Industry codes of practice Ethical standards Legal requirements Environmental legislation Organisational policies and procedures Strategic plans Marketing plan

  • OHS Legislation
  • Industry codes of practice
  • Ethical standards
  • Legal requirements
  • Environmental legislation
  • Organisational policies and procedures
  • Strategic plans
  • Marketing plan

For Assessor use only

• Evidence for this unit is

  Select Valid Current Sufficient Authentic Consistent

  • Valid
  • Current
  • Sufficient
  • Authentic
  • Consistent

• Mark

  Competent

  Not yet competent

• Assessor name

• Add signature

  Sign

• Select date

  Date