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The purpose of this template is to provide a structure for the informative meetings with a client to really understand its business. The better the understanding, the easier the transformation to a proposed system setup.

👥 General organisation

Type of business, location office(s), departments, department scope, # employees, organisational chart, core business flow

(blue star) Managing website

Who develops, customer journey, content search possibilities and results, other web portals, relevant details for other paragraphs (type of content, conditions)

🏘️  Managing content

Product markets, types of business, level of standardization in accommodationtypes and addons throughout locations, seasonal release flow, commercial brand(s), contractual agreements related to content

🚀 Managing sales

Sales markets, sales channels, sales brands, languages, sales currencies, sales offers, level of standardization in pricing, offers and booking conditions, third parties in sales process

💸 Managing costs

What is cost of sale, third party settlement, contractual agreements

🔎 Managing financial accounting

Administrations, accounting system and process, exchange rates, chart of accounts, VAT % on sales, VAT % on costs, (online) payment methods

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