Information

  • Account Manager:

  • Account Name:

  • Location:
  • Conducted On:

  • Prepared By:

  • Follow-Up Date:

Draft Standards (Core & Share) - 50 Points Possible

  • Are the draft surveys being completed every week?

  • Do we have 40% of the draft handles in the account?

  • Does the account have at least two of our Local Craft/Regional Craft brands?

  • Are the handles sequenced properly?

Draft Quality Standards - 5 Points Possible

  • Is the draft cleaning sticker updated and visible?

Package Standards (Core & Share) - 10 Points Possible

  • Do we have at least 4 out of 5 of the following brands in distribution?<br>- Modelo Especial<br>- Coors Light<br>- 805<br>- Blue Moon<br>- Angry Orchard<br><br>*** N/A if account is Chain with mandates ***<br>

POS Standards - 10 Points Possible

  • Does the account have permanent POS for all draft brands in distribution?

  • Does the account have POS for all brands in distribution?

Feature/Promo Standards - 5 Points Possible

  • Does the account have a banner with a price or a feature for any RBG brand?

Out of Stocks - 10 Points Possible

  • Does the account have zero out of stocks?

  • How many out of stocks does the account have?

Product Quality - 10 Points Possible

  • Does the account have less than 3 cases of QC product?

  • How many cases of QC product does the account have?

Customer Evaluation

  • Sales Department (1-5) - 5 being the best.

  • Delivery Department (1-5) - 5 being the best.

  • Overall (1-5) - 5 being the best.

Beerline.com

  • Is the account registered?

  • If yes, has the account placed an order?

  • If no, what are the obstacles that need to be overcome?

Craft Spirits

  • Does the account carry any of our Craft Spirit brands?

Follow Up

  • Comments

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.