Information
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Document No.
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Audit Title
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
Pre-sell
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Daily pre-plan
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Selling tools- sell sheets, IRI, ad awareness
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Reviews and communicates perfect order issues
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Understands and is prepared to explain Beerline.com
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Understands weekly chain information and has copies of it
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Communicates with merchandisers working their accounts every morning
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Review daily out of stock and limited inventory reports to minimize invoice adjustments and help improve perfect order. Communicates potential issues to customers.
Account execution per category
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Understands the importance of greeting and thanking the customer
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Targeting opportunities
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Ad execution expectations
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Understands the importance of completing all surveys for all accounts visited that day
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Visibility- understands the fundamentals of shelf schematics
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Pricing is correct and all labels are on the shelf
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Understands account standards - by category
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Understands the importance of maintaining back stock safely and properly
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Understands the importance of and need for proper rotation of product
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Knows how to read code dates so that product can be properly rotated
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Understands proper display building techniques
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POS- how, why, and where to use it
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Understanding what POS you will need with you at all times
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Understands the importance of complete communication- manager, acct. manager, driver, merchandiser, retailer
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Knows decision maker by name
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Customer satisfaction in every account
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Understands the importance of teamwork
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Understands the importance of customer relations/service
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Understands how to handle customer complaints
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Understands the execution of the 3 minute walk around
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Demonstrates creativity with displays and selling opportunites
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Overall account execution
Safety
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Safety is a priority
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Uses proper lifting techniques
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Understands the importance of safe work habits
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Understands the importance of ensuring load is stable and avoiding hazards when pushing a cart
ABC standards
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ABC rules and regulations
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ABC do's and don'ts
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ABC license is expired- what to do
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ABC license is not posted- what to do
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Breakage- understanding of ABC law and our company standard
iPhone and iorder procedures
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iorder daily operations
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iPhone- understands email capabilities
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Responds to emails and phone calls in a timely manner
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iPhone- understands our company policy
House keeping
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Throwing away all trash and cardboard
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Little to no breakage
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Coolers neat and clean
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Out of code product
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Comments
Performance observation and feedback
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Performance strengths
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Do more of
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Do less of
Associate observations
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The time given for daily assignments is adequate and allows me to perform at acceptable safety levels and do my job to the best of my ability.
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Comments
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What do you feel could have been done to make this a more effective ride with
