Elements and Performance Criteria
- Develop customer proposal
- Documentation is reviewed to confirm all required information is available
- Customer requirements are established
- Products, processes and service for customer are determined
- Alternatives are identified
- Material and production requirements are determined
- Costs are calculated for proposed service
- Timing, costs and service are assessed against customer requirements
- Proposal is developed and documented for customer
- Proposal includes consideration of OHS practices
- Present proposal to customer
- Customer is contacted and proposal presented in person or by other arranged means
- Customer is provided with detailed information regarding products, processes, and alternative solutions which could satisfy customer requirements including
- Features and benefits of proposal are discussed with the customer
- Seek customer acceptance
- Confirm service to be provided
- Customer address and contact details are confirmed
- Agreement is established with the customer and signature obtained
- Time, product and service to be provided are confirmed and delivery arranged
- Duplicate of proposal and agreement are provided to customer for future reference
- Where applicable, deposit or other payment is obtained from customer or payment is arranged
- Customer receipt is provided, noting form of payment