Title Page

  • Business Name

  • Conducted on: (Date and Time)

  • Prepared by

  • Service Address

Information Gathering

  • Which hauling company would service this customer?

  • Does the customer have a current contract for solid waste services?

  • Name of current service provider:

  • Contract Expiration Date:

  • Is the customer satisfied with current service?

  • Does the customer have any pain points with the current provider?

  • List one thing the customer would like to improve regarding their current service:

  • Customer's primary focus:

  • Will the customer provide GFL with a copy of their current invoice?

  • Current base rate and fees:

  • How soon is the customer looking to begin service?

Service Specific Information

  • Type of Business:

  • Size of Facility: (sq.ft.)

  • Number of Employees:

  • Decision Maker/Contact:

  • Decision Maker Phone Number:

  • Decision Maker Email:

  • Is this a permanant or temporary service opportunity?

  • What type of waste is generated?

  • What type of service does the customer have/need?

Current Service Information

  • Does the customer have more than one container on site?

  • Container Quantity:

  • Container Type:

  • If compactor, what type?

  • Container Size:

  • Container Material:

  • Service Frequency:

  • Are containers located in one location or multiple?

  • Container location/s:

  • Additional Information:

Service Recommendations

  • Container Quantity:

  • Container Type:

  • Container Size:

  • Container Material:

  • Service Frequency:

  • Possible opportunities/needs:

Completion

  • Will you be providing a quote for services to this customer?

  • Due date for quote:

  • Follow up date/Next steps:

  • Anticipated close date:

  • Anticipated service start date:

  • Estimated monthly revenue:

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.