Audit
What level of planning and key focus opportunities has been left for the relief BDE to action?
Are there significant Task Notes completed in all outlets?
- Above average
- Satisfactory
- Improvement required
Is the Territory set up to its optimum efficiency?
- Above average
- Satisfactory
- Improvement required
What level of Notes completion exists?
- Above average
- Satisfactory
- Improvement required
What Level of Customer Relationship has been observed?
- Above average
- Satisfactory
- Improvement required
Outlet Review
Existing Customer Details
Customer Name
Address
Highlights
Opportunities
Follow Up completed
General Comments
New Business
New Business Details
Customer Name
Address
Opportunities
Channel
- NARTD
- Licensed
- Hot Beverages
- DTC
- SPC
General Comments
Additional Comments
