Set up a log to track the status

Make phone calls to client (3 times per client)

Register the time and contact person of the phone call

Sort the forms collected and passed to CLM for signature verification and filing

Update the log with latest status

Follow up with clients if the signatures are not compliant

Escalate to RM/Sales in case of no response after 3 times call

Follow up after RM/Sales’ involvement

Wrap up

1st round of call (assuming 20%% failure rate for the first attempt, 5 min each call, 2 minutes for log update, 8 hours a day, discounting some downtime) – at least 8 days are required

Handle the returned forms

2st round of call

Handle the returned forms

Assuming some deviations arise, handle the exceptions, etc.

2st round of call

Handle the returned forms

Escalation to RM’s

handle the exceptions

Follow up the forms

Wrap up