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Fulfillment Phases 1 and 2

Horizontales
Abbreviation for person who explains the value of the Grow/Retain staff to the customer
The PM creates this packet during Phase 1 of the fulfillment process
The SE is responsible for coordinating the PM _________ Meeting with the customer and PM.
Abbreviation for person responsible for follow-up with customer if they didn't submit their EFT paperwork (large regional or national accounts)
Verticales
Process _______ are set with the customer at the PM Introduction Meeting
The SE will create the Customer ______ in CRM and input basic information during Phase 2.
The SE will create the _____ Account in CRM during Phase 2.
Abbreviation for person responsible for follow-up with customer if they didn't submit their EFT paperwork (Independents).
All pricing must be approved through ______ in Phase 2.
The SE will introduce the PM to the customer by ___ at the very latest (but preferably before).