Techbrands BDM Scheduled Visit

• Client / Site

BDM Scheduled Visit

• Date and Time of the Visit

  Date

• Staff Onsite That Day

• Any follow up items from last visit

  Yes

  No

  N/A

• NOTES FOR VISIT

Specific Agenda Items

Routine Items

• Review returns

  Yes

  No

  N/A

• Back orders

  Yes

  No

  N/A

• Store Signage

  Yes

  No

  N/A

• Store Training Plan

  Yes

  No

  N/A

• Competitor activity

  Yes

  No

  N/A

• Brochure check in store

  Yes

  No

  N/A

Monthly Sales Results

• Last Months Sales Results - With Reflection on Last Year

  Achieved LY Sales

  Missed LY Sales

• Two Months Ago Sales Results - With Reflection on Last Year

  Achieved LY Sales

  Missed LY Sales

• Three Months Ago Sales Results - With Reflection on Last Year

  Achieved LY Sales

  Missed LY Sales

YTD Sales Result - With reflection on Last Year YTD

• YTD Sales Results - With reflection on last year YTD

  Achieved LY Sales

  Missed LY Sales

• Budget / Yearly average Comparisons

  Meet Budget

  Below Budget

Stock Review

• Ask for Stock Data Report

  Already have it

  Ask for it

  Has still not sent it

• Stock Wash Results - Out of Stocks

  Ordered Missing Stock

  Has received Order

  Has not responded to result

• Stock Wash Results - Width stock

  Ordered Missing Stock

  Has received Order

  Has not responded to result

• Stock Wash - Discontinued Stock

  Actioned Price changes

  Partially Acted on Price Changes

  Has Not Taken Action

What was achieved during the visit . For example merchandising, sales review etc...

Stockist Tasks and Follow Up

BDM Tasks and Follow Up

Final Comments or Notes from the Visit