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Who's to be in the group doing the studying and planning? Here's my suggestion: CEO, CFO, Sales chief and CSR chief.
What's the subject of the study? The invoice itself. Get a bunch of 'em. Look at 'em. I mean really look hard, like you were the customer. Are they clear? Simple? Concise? Remember this little document is the Mother of all Business Documents for the print company. This ain't no finger-pointing, blame game; it's a how-do-we-get-better effort—how do we achieve the objective?
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