BALOCE : Fielt Trip Report v.01

Information

1. Managing Self

Planning: Daily recap, Monthly Plan, Blitz report and safety observation submitted on time (Rate : 1 or 5)
Score:
TM appearance : Dressed in expected attire based on INST Associate Handbook
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Safety & Health Compliance: Adequate PPE is with associate and utilized when necessary. (Rate : 1 or 5)
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Additional Remarks & Follow ups:

2. Business growth

G360: Requirements for 5 KO and 50 open opportunities are met. Monthly plan consist of minimum 20 prospects call (Rate : 1 or 5)
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100% participation: Sold at least one 100% participation solution for this month (Rate : 1 or 5)
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New products / programmes: Planned & presented chemical solutions, note number presented vs. sold for day.
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Additional Remarks & Follow ups:

3. Ecolab Service Protocol (6 Steps)

Prepare for Call: Associate aware of the follow-up action from last call and reviewed the necessary sales reports prior
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Greet the customer: Informed customer on his/her presence and gathered information on area of concerns
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Complete a visual inspection: Checked results (streaking, residue, stains), procedures, set up and inventory
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Check/Maintain equipment: Checked and maintained dish machines, Ecolab dispensers and wall charts. RPM performed.
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Prepare for customer meeting: Training and inventory conducted. SDR finalized and planning done prior to customer’s meeting
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Merchandize to customer: Went through SDR with customers. Presented new solutions
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Additional Remarks & Follow ups:

4. Personal Inventory Management

Vehicle stock: Possess adequate spare parts and labels. Sort, Straighten, Shine
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Service bag & tool bag: (Ecolab service bag in use) Min stock in place, clean and tidy
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Merchandising material: Brochures, DayDots and Raburn catalogues available. Items are presentable for merchandising with customers.
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Chemical Sample: Labelled samples are housed in separate containers in boot for spill containment.
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Additional Remarks & Follow ups:

5. Business and Financial Management

Own YOUR shelf: Advised customer on orders to be made. Competitor products found are reported in SDR.
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Consumption & Inventory report: Done for top 10 customers and all flat fee accounts
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WILD Report: Analysis on TOP 20 customers (in his/her territory) purchasing trend done, with plans to improve accounts with declining sales
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Price Increment: Customer in territory informed 30days in advance and pricing plan executed till date.
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Additional Remarks & Follow ups:

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