Here are some points to focus on to do a thorough account analysis:

1. Client Orders:

   • Review the client's order history, both online and offline.
   • Determine the frequency, volume, and types of orders.
   • Identify any patterns or trends in their ordering behavior.

2. Mandate:

   • Verify the status of the client's payment mandate.
   • Check if it has been recently updated or canceled.
   • Ensure that the mandate aligns with the client's current payment preferences.

3. OSB (Outstanding Balances):

   • Assess the client's outstanding balances.
   • Determine whether they have a positive or negative OSB.
   • Ensure that any outstanding dues are properly documented and addressed.

4. Overview:

   • Create a concise overview of the client's account, summarizing key details such as order history, mandate status, and OSB.

5. Rentals and Special Offers:

   • Check if the client has utilized any rental packages or special offers.
   • Ensure that these are accurately reflected in the account.

6. AM Notes:

   • Review the notes and communication records from the assigned Account Manager (AM).
   • Pay attention to actions taken or discussions held to address the client's needs or concerns.

7. RM Notes:

   • Examine notes and interactions recorded by the Regional Manager (RM).
   • Look for any strategic plans or initiatives related to the client's account.
   • Note the date of the RM's last visit to the client.

8. GMB (Google My Business) Page:

   • Check the status of the client's GMB page.
   • Note the date of the last review and any mentions of other companies on the page.

9. Website:

   • Verify if the client's website is working.
   • Determine if it's currently open or closed for business.

10. Third-Party Integration:

    • Check for any third-party integrations the client has in place.
    • Identify the specific systems or services that are integrated with the client's account