Title Page
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Account #
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Conducted on
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Prepared by
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Avg. Weekly Revenue
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Decision Maker Name
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Main Contact Name
Pre-Game
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Date Agreement Expires
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Do you need to make an appt. with Account to Visit?
Issues
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Any ongoing issues?
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Is there anything you need to take, do, or talk to anyone, etc. prior to visit?
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Any Call In's since last visit?
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What was the issue?
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Was it corrected?
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Is customer satisfied (confirmed by leadership)?
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Accounts Receivable Status
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How much is owed/next step?
Invoice Audit
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Do we have all correct information for the account? Contact Name, Number, Email, Etc?
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Pricing Reasonable/Fair
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Inventory Correct for Size of Account?
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Is the Account at or above the Account Minimum for their pricing?
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Is the Account Inventory at or above Minimum?
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Speak to Decision Maker?
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Explain
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Did you leave business card or note?
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Speak with Main Contact?
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Explain
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Check inventory levels?
- Correct
- Overstocked
- Understocked
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Product Quality?
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Cleanliness of Storage Area(s)?
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Do you notice any competitors in account or where the competitor may be slipping?
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Explain, take pics
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Organization of Storage Area(s)?
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Is Staff Satisfied with Route Representative?
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Is Account Satisfied with our overall Service?
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How do you think they would rate us?
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Any additional Comments about visit (Positive, Recognition, Productive, Proactive)?
Customer Review
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Are you satisfied with your service?
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Would you recommend our service?
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Signature of Account
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Date
