Information
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Client / Site
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Conducted on
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Prepared by
Retailer Executive Visit
SITE INFORMATION
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Account Manager or Specialist
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Location Name
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Location Address
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Visit Date
KPI's
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Video
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Previous Month PSU's
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Previous Month Percentage to Goal
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Current Month PSU's
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Current Month Percentage to Goal
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Data
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Previous Month PSU's
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Previous Month Percentage to Goal
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Current Month PSU's
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Current Month Percentage to Goal
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Phone
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Previous Month PSU's
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Previous Month Percentage to Goal
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Current Month PSU's
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Current Month Percentage to Goal
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Total PSU's
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Previous Month PSU's
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Previous Month Percentage to Goal
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Current Month PSU's
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Current Month Percentage to Goal
LOCAL NEWS AND EVENTS
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Local News and Events
DISCUSSION TOPICS
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1. What are your plans to ensure you meet goal this month?
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2. What assistance do you need from Cox to hit your goal?
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3. Do you have any training opportunities available for us to attend/assist?
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4. Do you plan to do any advertising?
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5. Are there any Co-Op advertising opportunities available?
RETAILER LOCATION VISIT (RLV) HIGHLIGHTS
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1. Total number of RLV's completed
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2. Merchandising/Environment
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3. Sales/Staff Observations
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4. Other Topics
ACTION ITEMS / TAKE AWAYS / NOTES
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1.
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2.
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3.
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4.
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5.
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6.
SIGNATURE
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Store Representative