CAM Candidate Evaluation Form

• Document No.

• Select date

  Date

• Lead Source

• CAM

• Name

• Location
  Address

• Phone Number

• Additional Phone Number

• Mobile Number

• Does client accept text messages

  Yes

  No

  N/A

• Fax Number

• Email Address

DECISION MAKERS

• Property Owner:

• Facility Manager

• Any other cast of characters (Partners, Investors, Family, etc.):

FACILITY ASSESSMENT

• Scope of Business:

• Facility Age:

• Sq. Ft. Interior:

• Do you know of any electrical issues at this point?

• How long ago since electrical system evaluated?

• Do you have a budget in place for proactive maintenance service?

• What is the greatest facility challenge right now?

DIAGNOSE

• Current electrical service provider?

• Currently on Periodic Protective Maintenance Plan?

  Yes

  No

• If yes, what services?

• Date and reason for last electrical service call?

  Date

• Any previous energy assessments?

• Current Level 1 Thermal Imaging for insurance?

• EV Charging on site?

• Experienced problems with surge / spike / power quality?

NOTES

Milestones

• Introduction Decision Maker/ Who?

  Date

• Needs Analysis/ Audit

  Date

• Solution Conversation

  Date

• Proposal Presented

  Date

• Signed for PO, Deposit, Testimonial

  Date

• 1 Week Follow-Up and Referral Request

  Date

Date - Contact - Notes - Next Steps