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What level of planning and key focus opportunities has been left for the relief BDE to action?
Are there significant Task Notes completed in all outlets?
Is the Territory set up to its optimum efficiency?
What level of Notes completion exists?
What Level of Customer Relationship has been observed?
Existing Customer Details
Follow Up completed
New Business Details
Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to
take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment;
or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is
permissible in your workplace or jurisdiction.
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