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Example 2
So that you can contact a client on an agreed day that you would have forgotten
about had you not consulted the records.
Example client request recording system
Name and Date and Reason for Information Action How did the client
contact method of contact given (and by required/ know about the
details contact whom) taken organisation?
Pat Smith Telephone Membership Costs and Brochure Word of mouth
4 Leyton 19 October information benefits posted 19
Street Birkdale discussed, October
999 999 plus brochure Follow-up
posted. Mike call on 30
October
Follow-up actions
Always follow up any actions that have been recorded to ensure the client is
satisfied and to ensure your organisation is being efficient.
Check that the client is satisfied
It is very important to verify that the client is satisfied after talking with you. If they
are not (even if you assumed they were), they are likely to take their business
elsewhere.
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