MG Customer Contact Report V 1

• Enter Customer Name

• Conducted on (auto fill)

  Date
• Location
  Address

• Add signature

  Sign

• Objective of Call

  Select Regular Customer Visit New Business Canvass

  • Regular Customer Visit
  • New Business Canvass

• Customer Type

  Select Frozen Yogurt Gelato Soft Serve Slush Regular Customer Call Competitor Account Canvas New Business Opportunity

  • Frozen Yogurt
  • Gelato
  • Soft Serve
  • Slush
  • Regular Customer Call
  • Competitor Account Canvas
  • New Business Opportunity

• Consumables Customer

  Select Frozen Yogurt Gelato Soft Serve Slush Regular Customer Call Competitor Account Canvas New Business Opportunity

  • Frozen Yogurt
  • Gelato
  • Soft Serve
  • Slush
  • Regular Customer Call
  • Competitor Account Canvas
  • New Business Opportunity

Photo evidence

• Photo of store front

  Media

• Photo of selling area

  Media

• Photo of products

  Media

• Photo of Point of Sale (POS)

  Media

• Additional Photos that will assist

  Media

• Result from Call ?

  Select Order taken from customer Equipment Discussion NPD Discussion Consumables Discussion Promotional Order Taken

  • Order taken from customer
  • Equipment Discussion
  • NPD Discussion
  • Consumables Discussion
  • Promotional Order Taken

• Next date due for Customer contact

  Date

• Store notes and details about the customer :

• Completed by:

  Sign

• Additional Comments if needed please type below

Follow up Required