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Checklist for customer site visits

A site visit, if the customer allows one, is a huge opportunity to gather information beyond what will be in the RFP

Tips for Site Visits:

  • Just remember that anything you say or do will be observed by your competitors.
  • The site visit should be attended by as many people as are allowed by the customer.
  • Get answers to as many of the Readiness Review questions as possible.

The following checklist can help you get the most out of your site visits:


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