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Facilities Management Solutions for Corporate Clients Workflow

We offer comprehensive facilities management solutions tailored to corporate clients. Our services include property maintenance, energy efficiency, and project management, ensuring seamless operations and cost savings.


Receive Corporate Client Request

Initial Assessment and Consultation

Data Entry and Client Onboarding

Ongoing Data Updates and Management

Create Tasks for Facilities Workorders

Notify Client of Workorder Status

Conduct Regular Client Reviews

Review and Update Service Agreements

Generate Reports for Client Meetings

Provide Access to Facility Management Platform

Receive Corporate Client Request

Type: Send Email

The Receive Corporate Client Request process involves the intake of requests from corporate clients. This process begins when an internal sales team member forwards a client inquiry to the operations department. 1. The request is reviewed by a designated staff member who verifies the details. 2. Any necessary clarification or information is requested from the client if required. 3. Once verified, the information is passed on to the relevant team for processing. 4. The client is informed of the progress and expected timeline for completion. 5. Upon completion of the task, the client is notified with any final results or outcomes. Throughout this process, communication between the sales team, operations department, and clients are maintained to ensure a smooth progression. This step plays a crucial role in building trust and meeting customer expectations from corporate clients.

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tisaxmade in Germany

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FAQ

How can I integrate this Workflow into my business?

You have 2 options:
1. Download the Workflow as PDF for Free and and implement the steps yourself.
2. Use the Workflow directly within the Mobile2b Platform to optimize your business processes.

How many ready-to-use Workflows do you offer?

We have a collection of over 7,000 ready-to-use fully customizable Workflows, available with a single click.

What is the cost of using this form on your platform?

Pricing is based on how often you use the Workflow each month.
For detailed information, please visit our pricing page.

tisaxmade in Germany
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