<Opportunity Name>
Account NameCreated:
03/10/2024
Incomplete
Completed
6 steps
Opportunity Steps
Step 1
Completed
Incomplete
Opportunity Introduction
Client Not Needed
General project information and some basic imagery of the building.
Step 2
Completed
Incomplete
Project Goals
Client Needed
Documenting the operator's goals. General details of existing serving lines and current issues faced.
Step 3
Completed
Incomplete
Serving Line Construction Details
Client Needed
Collecting general inputs on the construction and type of serving line needed (countertop heights, finishes, silverware, sneezguards, etc.)
Step 4
Completed
Incomplete
Serving Line Component Details
Client Needed
Specifics of the exact serving line(s) being built, with all components, layouts, types of serving lines, etc. detailed and built out to the customer's specs.
Step 5
Completed
Incomplete
Facility Details
Client Needed
Collecting details and photos/videos on the current electrical and access points to pass on to the construction crew.
Step 6
Completed
Incomplete
Facility Construction & Decor Details
Client Not Needed
Collecting the full scope of what will be needed for CJR to allocate resources to plumbing, electrical, demo, décor, etc.
Step 7
Completed
Incomplete
Additional Room & Décor Photos
Client Not Needed
An additional spot for adding photos that are specific to rooms or décor.
Step 8
Completed
Incomplete
Next Steps
Client Not Needed
Adding any and all dates that are pertinent to the project.
Step 9
Completed
Incomplete
Installation Access Details
Client Not Needed
Instructions for accessing the facility. Contact info, access times/routes, security details, etc.
Step 10
Completed
Incomplete
Rep Notes
Client Not Needed
Rep-only notes for extra context or info that may have been recorded slightly out of order.