Anonymous

Joint Leadership Visit (JLV)

Cox Joint Leadership Visit Form

Use this Template

Print as PDF

Use this Template

Go digital today!

Convert your paper checklists into digital forms

Scan this QR code to use this paper checklist on your smartphone or tablet or visit https://safetyculture.com/

Information

Client / Site
Conducted on
Prepared by

Retailer Executive Visit

SITE INFORMATION

Account Manager or Specialist
Location Name
Location Address
Visit Date

PREVIOUS/CURRENT MONTH KPI's

Strengths
Opportunities

GOAL SETTING

Strengths
Opportunities

NEWS AND EVENTS

Strengths
Opportunities

MERCHANDISING REVIEW

Strengths
Opportunities

COMPETITIVE UPDATE

Strengths
Opportunities

ACTION ITEMS

Strengths
Opportunities

OBSERVATION COMMENTS

SIGNATURE

Store Representative

Anonymous

Joint Leadership Visit (JLV)

Cox Joint Leadership Visit Form

Use this Template

Print as PDF

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.