Information

  • Worked With:

  • Warehouse:

  • Conducted On:

  • Prepared By:

  • Location:
  • Did Pre-Shift stretching take place?

Stop #1

  • Account Name:

  • Add location
  • Were all 10 Steps to a Successful Sales Call followed?

  • Was the account inventoried properly?

  • Were the proper order writing techniques displayed?

  • Highlights:

  • Opportunities:

  • Coaching You Provided:

  • Action Plan:

  • Photos:

Stop #2

  • Account Name:

  • Add location
  • Were all 10 Steps to a Successful Sales Call followed?

  • Was the account inventoried properly?

  • Were the proper order writing techniques displayed?

  • Highlights:

  • Opportunities:

  • Coaching You Provided:

  • Action Plan:

  • Photos:

Stop #3

  • Account Name:

  • Add location
  • Were all 10 Steps to a Successful Sales Call followed?

  • Was the account inventoried properly?

  • Were the proper order writing techniques displayed?

  • Highlights:

  • Opportunities:

  • Coaching You Provided:

  • Action Plan:

  • Photos:

Stop #4

  • Account Name:

  • Add location
  • Were all 10 Steps to a Successful Sales Call followed?

  • Was the account inventoried properly?

  • Were the proper order writing techniques displayed?

  • Highlights:

  • Opportunities:

  • Coaching You Provided:

  • Action Plan:

  • Photos:

Stop #5

  • Account Name:

  • Add location
  • Were all 10 Steps to a Successful Sales Call followed?

  • Was the account inventoried properly?

  • Were the proper order writing techniques displayed?

  • Highlights:

  • Opportunities:

  • Coaching You Provided:

  • Action Plan:

  • Photos:

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.