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Complete the Self Assessment Work Sheet
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Scheduled ‘Kick Off’ Meeting and Assessment Date |
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Assessment Agenda to be provided by Assessors |
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Kick Off Meeting with the CRM/Contact Center Management Team -
objectives, process, roles, key expectations and preparation requirements |
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Preparation of Assessment |
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On Site Assessment |
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Evaluation by Assessors |
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Preparation of ReportPreparation of Report |
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Presentation of Findings and Recommendations by Assessors |