Title Page
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Business Name
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Conducted on: (Date and Time)
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Prepared by
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Service Address
Information Gathering
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Which hauling company would service this customer?
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Does the customer have a current contract for solid waste services?
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Name of current service provider:
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Contract Expiration Date:
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Is the customer satisfied with current service?
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Does the customer have any pain points with the current provider?
- Service
- Safety
- Missed Pick Ups
- Billing Issues
- Price/Fees
- Other
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List one thing the customer would like to improve regarding their current service:
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Customer's primary focus:
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Will the customer provide GFL with a copy of their current invoice?
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Current base rate and fees:
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How soon is the customer looking to begin service?
Service Specific Information
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Type of Business:
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Size of Facility: (sq.ft.)
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Number of Employees:
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Decision Maker/Contact:
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Decision Maker Phone Number:
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Decision Maker Email:
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Is this a permanant or temporary service opportunity?
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What type of waste is generated?
- MSW
- C&D
- OCC
- Plastics
- Metal
- Special Waste
- Other
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What type of service does the customer have/need?
Current Service Information
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Does the customer have more than one container on site?
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Container Quantity:
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Container Type:
- FEL Tall
- FEL Slant
- OT-20
- OT-30
- OT-40
- Compactor
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If compactor, what type?
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Container Size:
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Container Material:
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Service Frequency:
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Are containers located in one location or multiple?
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Container location/s:
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Additional Information:
Service Recommendations
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Container Quantity:
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Container Type:
- FEL Tall
- FEL Slant
- OT-20
- OT-30
- OT-40
- Compactor
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Container Size:
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Container Material:
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Service Frequency:
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Possible opportunities/needs:
Completion
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Will you be providing a quote for services to this customer?
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Due date for quote:
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Follow up date/Next steps:
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Anticipated close date:
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Anticipated service start date:
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Estimated monthly revenue: