Title Page
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Client / Business Name
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Conducted on
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Prepared by
Customer information
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Customer name
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Landline telephone number
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Mobile telephone number
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Email
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Fax
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Favourite hobbies
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Favourite teams
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Married / family
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Other information
Business information
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Point of escalation within customer structure
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Type / category of business
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Credit control contact
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Damage and recharge contact
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Customer support / compliance contact
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What is the size of the current fleet (owned)?
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What is the size of the current fleet (hired)?
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Core vehicle type on fleet
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Other vehicle types on fleet
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Number of vehicles on short term hire
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Number of vehicles on long term hire
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Who is the customer currently hiring from (competitors)?
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What are the target rates?
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Standard customer vehicle specification. By type, region, etc.
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Current ownership status of the business
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Are they part of any framework / any contract in place - with who and when does it expire?
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Operate by tender?
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Next tender
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Last visit
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Review completed by:
