Team and departments - total number of personnel: Sales Agents: Contractor/conjunctional agents: PM: Virtual PA’s: Admin/support staff: Finance: Other: PREMISES Lease/Freehold Tax deprecation schedule carried out and used if you own the freehold. Expiry of lease if applicable The last time the building was valued to ascertain equity/borrowing capacity Rent if applicable, when is the next rent increase and to how much? Per sq m, is this comparable to the market place? Parking? Do we need it, do we need more? Options to better capitalise Terms of Lease: DATA BASE KEY METRICS Total number in the data base: How much of the data base has been communicated with within the past 12 months: How many contacts are not in a category*: Number of text messages sent: Total cost of text messages: Total notes added into the system: *TIP: You can bulk reassign these contacts into a generic category eg. mail list. Annexure | 129
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