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Worksheet

AMC lifecycle and reminder calendar

A timeline of one AMC from signing through each scheduled visit, the service reminders before them, the two renewal notices and the lapsed-contract follow-up. It marks which messages go to the customer, which go to your salesperson, and which go to the coordinator who raises the job cards.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “AMC Management Software for Service Reminders and Renewals”, www.gullysystem.com/blog/amc-management-and-service-reminder-software