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The Order Management Audit Checklist
Your orders are moving. But are they closing?
This checklist walks through twenty questions across four areas: how orders are tracked, how signatures are collected, how long orders sit unsigned, and what happens when they don't come back. Answer honestly and you'll know exactly where your workflow is costing you time, revenue, and staff.
Most agencies score in the 8 to 14 range on their first pass. The gaps are usually not surprising. The fix is more straightforward than it feels.
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