Title Page
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Follow up status
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Audit Title
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Conducted on
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Location
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Priorities
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Follow Up Status
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Action
Contact List
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The date you know this person
Basic Information
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Name
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Photo
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Sex
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Age
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Country origin
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Language
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English
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Cantonese
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Mandarin
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Others
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What are the others?
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Where this person live?
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Relationship status
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How many kids?
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Car
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Home Loan
Relationship
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Relation
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Where you know this person
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Mutual Friends
Warm up
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Family
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Occupation
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Recreation ( hobby )
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Money
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Health
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Dream
Needs
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Health
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Note
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Wealth
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Note
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Time Freedom
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Note
Invite
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Social event
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What event will interest
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Date and Time
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Where is the event
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ABC
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Who is A
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Date and Time
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Where is the meeting
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One on One
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What is the topic of this meeting?
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Date and Time
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Where is the meeting
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OPP introduction
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Date and Time
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Where is the OPP
Follow up
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Objective
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Solution
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Close off
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Referral
