Information

  • Client / Site

  • Conducted on

  • Prepared by

Retailer Executive Visit

SITE INFORMATION

  • Account Manager or Specialist

  • Location Name

  • Location Address
  • Visit Date

KPI's

  • Video

  • Previous Month PSU's

  • Previous Month Percentage to Goal

  • Current Month PSU's

  • Current Month Percentage to Goal

  • Data

  • Previous Month PSU's

  • Previous Month Percentage to Goal

  • Current Month PSU's

  • Current Month Percentage to Goal

  • Phone

  • Previous Month PSU's

  • Previous Month Percentage to Goal

  • Current Month PSU's

  • Current Month Percentage to Goal

  • Total PSU's

  • Previous Month PSU's

  • Previous Month Percentage to Goal

  • Current Month PSU's

  • Current Month Percentage to Goal

LOCAL NEWS AND EVENTS

  • Local News and Events

DISCUSSION TOPICS

  • 1. What are your plans to ensure you meet goal this month?

  • 2. What assistance do you need from Cox to hit your goal?

  • 3. Do you have any training opportunities available for us to attend/assist?

  • 4. Do you plan to do any advertising?

  • 5. Are there any Co-Op advertising opportunities available?

RETAILER LOCATION VISIT (RLV) HIGHLIGHTS

  • 1. Total number of RLV's completed

  • 2. Merchandising/Environment

  • 3. Sales/Staff Observations

  • 4. Other Topics

ACTION ITEMS / TAKE AWAYS / NOTES

  • 1.

  • 2.

  • 3.

  • 4.

  • 5.

  • 6.

SIGNATURE

  • Store Representative

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