Title Page
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Regional Manager
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Partner
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Week
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Date
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Visit Type
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Location
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Meeting Attendees : Click “Add Attendee”
Attendee
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Name
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Click "Add O2"
O2 Description
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Click "Add EE"
EE Description
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Click "Add Voda"
Voda Description
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Click "Add Hardware"
Hardware Description
General Notes
RM Finance Check List
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1. Time in Business and Telecoms experience
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2. Current base size and potential connection levels
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3. End user profiling, size of customer >
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4. Obtain detail of profitability trends & future predictions re profitability
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5. Establish how business is funded. Is the business dependent on loan capital or capital investment?
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6. Establish detail re assets owned in terms of building, fixtures, stock etc.
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7.Will the company hold stock on premises & do they have sufficient insurance to cover theft or other loss
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8.Ascertain profiling of key employees, i.e., who is responsible for specific areas & levels of authority.
Pipeline Notes
Department Alerts
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Select the Department that is affected by Risk
- Dealer Sales
- Connections
- Commissions
- Finance
- 25k + Alerts
- Warehouse
- Portal/IT
Actions
Feedback
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Feedback Details
Completion
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