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SalesWorksheet10 min read

Lost Business Review

Capture why business was lost and turn recurring causes into action.

PRIMARY ROLEDirector of Sales
USE WHENLost Business

Operating standard

  1. 01

    Lost Business Review: Confirm the scope, desired outcome and sales owner for this lost business work.

  2. 02

    Verify the current facts with the appropriate hotel systems, logs, guest records or physical inspection.

  3. 03

    Complete the actions within Director of Sales authority and escalate any safety, guest, revenue or policy exception promptly.

  4. 04

    Coordinate required handoffs with the affected department so the action is visible beyond one shift.

  5. 05

    Save the completed record in the hotel’s approved location and share it with the next owner.