GDPR access request — customer data export required

Vulnerable-customer check missed on finance call

IDD not issued before finance discussed

Send indicative finance before the 09:00 appointment

Send IDD confirming FCA regulation

Review: low coaching score flagged by Aisha Rahman

Call back about delayed colour availability

Log IDD confirmation for the first finance conversation

Callum Reid — skill gaps identified

Book Q5 part-exchange appraisal

Offer a GAP insurance quote with the A3 finance

Coaching: ask about part-exchange before quoting

Coaching: confirm the next step before ending the call