Crm System Brainstorming.docx

CRM Brainstorming Data needed for client: 1. 2. 3. 4. 5. 6. 7. 8.

Contract Copy of ID Record of any requests Name Mobile Alternate Mobile Email Address Mailing Address (if not the same as in contract then Change of Address Form must be filled out and signed) 9. DOB 10. Children: a. Name b. DOB

What type of requests? 1. Modification/Alteration/Addition a. Modifications query b. Modifications request c. Swimming pool approval request d. Swimming pool request e. Landscape plans approval request f. Landscape request 2. Unit status a. Construction update b. General project query c. Unit delivery date 3. Finishing a. Finishing query b. Finishing request 4. Unit changes a. Cancelation request b. Relocation within same project c. Relocation to different project d. Upgrade e. Downgrade f. Consolidation same project g. Consolidation different project 5. Financial a. Delay of payment request

6.

7. 8. 9. 10. 11. 12.

b. Resubmittal of cheque request c. Rescheduling payments request d. Financial statement e. Financial clearance f. Request for delay penalty g. Bounced cheque h. Insurance cheque refund (finishing) Permit request a. Finishing permit request b. Modification/Alteration permit request c. Worker permit request d. Car badge request Site tour Change of address Additional copy of contract request Discount card Utility letter request Other

Types of communication: 1. Email (inbound & outbound) 2. Phone call (inbound & outbound) 3. Walk-in

Actions: 1. Call back 2. Meeting 3. Send email