Table of Contents
Customer Management Best Practices #
Data Quality
- Complete all required fields
- Verify contact information quarterly
- Update preferences regularly
- Document special requirements
- Maintain communication logs
Relationship Building
- Regular business reviews
- Proactive communication
- Address concerns quickly
- Provide value-added services
- Seek referrals
Asset Management Best Practices #
Documentation
- Photo documentation of equipment
- Complete nameplate data
- Accurate location details
- Service history tracking
- Performance benchmarking
Service Plan Best Practices #
Plan Design
- Clear coverage terms
- Realistic scheduling
- Fair pricing
- Flexible options
- Easy to understand
Execution Excellence
- Complete PM on schedule
- Communicate proactively
- Document thoroughly
- Address issues immediately
- Exceed expectations
