Title Page

  • Date:

  • Route Salesmen:

  • Route Number:

  • Supervisor:

  • 1 to 5 Rating (5 being the best)

Account Planning

  • Consistent Use of Route Book...Organized and Current

  • Reviews Account Information/Account Promotional Activity

  • Identifies Execution Opportunities Prior to Account Entry

  • Considered All Selling Opportunities (Brands/Categories)

  • Reviews Display and/or Freezer Opportunity (Up Sell)

At the Account

  • Walks Entire Store to Identify Opportunities

  • Greets Management/Shares Objectives/Creates Partnership

  • Portrays a Professional Image and Demeanor in Front of Customer

  • Seeks to Understand Customers Needs

  • Evaluates & Communicates Incremental Product/Freezer Placement

  • Discusses New Item Opportunities

  • Executes the Right Brands and Right Location

  • Rotates and Checks Product Rotation in All Selling Locations

  • Damaged and Out of Date Product Removed/Credit Issued

  • Adheres to Cold Front Merchandising Standards

  • POS In-Place/Clean and Visible

  • Products Have a Price Tag in All Selling Locations

  • Adheres to Freezer Manangement including (POG Compliance and Cleaning)

Follow Up

  • Records and Reviews Sales Call (Up Sell) Results

  • Collaborates and Communicates Effectively with Team Members

  • Follows up with Customer on Account Performance

Leadership

  • Drives for Results/Proactive not Reactive

  • Peers Look to You for Direction and Help

  • Works Together for the Greater Good, Shares Best Practices without being Told

  • Develops and Maintains Productive Relationship with DA/Merchandiser Partners

  • Takes Calculated Risks

  • Wins with Character and Integrity

  • Uniform/Shoes/Boots Well Kept

  • Critical Thinking/Solution Based Problem Solving

  • Supervisor

  • Route Sales Rep

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.