1.

New customer visits (Out of fold) or courtesy visits or extended service network
opportuni�es.
2. New joiners and organiza�on review/changes/challenges – system setup and training plan
3. Customer feedback review
4. Parts & Service – KPI results or status
5. Service and Parts lead �me and records towards customer sa�sfac�on index
6. Inventory values – to ensure stocking parts /Tools orders as per DOS
7. Credit holds – customer orders affected and delivery delays
8. Dealer to ini�ate new apps or system to capture manpower u�liza�on and SPUiO

1. Welcome and Opening Remarks

o Introductions (if necessary).
o Purpose of the meeting.
2. New Customer Visits and Courtesy Visits
o Out of fold visits or courtesy visits discussion.
o Opportunities identified in the extended service network.
3. New Joiners and Organizational Updates
o Review of recent new hires.
o Changes in organizational structure.
o Challenges faced with system setup and training plan.
4. Customer Feedback Review
o Summary of recent customer feedback.
o Action items based on feedback received.
o Discussion on improving customer satisfaction.
5. Parts & Service KPI Results
o Presentation of key performance indicators for parts and service.
o Analysis of results.
o Strategies for improvement.
6. Service and Parts Lead Time
o Review of lead times for service and parts.
o Analysis of records towards Customer Satisfaction Index (CSI).
o Action plan for reducing lead times and improving CSI.
7. Inventory Management
o Evaluation of current inventory values.
o Ensuring stocking parts and tools orders as per Days of Supply (DOS).
o Discussion on optimizing inventory levels.
8. Credit Holds and Order Management
o Overview of credit holds affecting customer orders.
o Addressing delivery delays and customer satisfaction.
o Strategies for managing credit holds effectively.
9. New Apps or Systems
o Proposal for initiating new applications or systems.
o Discussion on capturing manpower utilization and Service Parts Utilization of
Inventory Optimization (SPUiO).
10. Open Discussion
o Any additional topics or concerns from team members.