This task is the foundation of our utilities connection process, setting the stage for all subsequent operations. Accurate collection of customer information ensures compliance with regulations and fosters a professional relationship with clients.
The details gathered may include personal identification, contact information, and service preferences. What specific data is critical to secure? A failure to gather complete information can delay the process and lead to miscommunication.
- Customer full name
- Contact address
- Email address
- Phone number
- Preferred service start date
Resources required for this task include an intake form template and potentially a CRM system for data management.