New Enquiry Form

Enquiry Form – Business Development

This form has been created as a guide to assist the Business Development Team to obtain as much useful information about the new potential client as possible. This information will be used to create a tailored proposal pack that is site/ scheme specific.

CUSTOMER INFORMATION

REASON FOR CHANGING COMPANIES

SMG MARKETING DATA

How did the Client hear about SMG

GENERAL SCHEME INFORMATION

Type of Plan
Scheme Module
Is it a gated community? Standard 6 pack? Only a roadway? Separate houses? Industrial sheds? Does it have shared facilities ie pool or gym

MEETINGS / OWNERS ACTIVITY

MANAGEMENT REQUIREMENTS

Disbursements

MAINTENANCE / DISPUTES / CURRENT MAJOR ISSUES

INSURANCE

DOCUMENTS REQUESTED

Suggested Documents to Request
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