Retailer Location Visit (RLV)

• Client / Site

• Conducted on

  Date

• Prepared by

SITE INFORMATION

• Account Manager or Specialist

• Location Name

• Location Address
  Address

• Visit Date

  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

RETAILER MERCHANDISING CHECKLIST / FOLLOW UP

• Cox Placement Present?

  Yes

  No

  N/A

• Comments:

• Picture

  Media

• Cox Poster Visible in Store?

  Yes

  No

  N/A

• Comments:

• Picture

  Media

• Brochures on Sales Floor? Stocked?

  Yes

  No

  N/A

• Comments:

• Picture

  Media

• Location Staffed?

  Yes

  No

  N/A

• Comments:

• Picture

  Media

• Store Hours Posted?

  Yes

  No

  N/A

• Comments:

• Picture

  Media

• Authorized Retailer Cling Visible?

  Yes

  No

  N/A

• Comments:

• Picture

  Media

• Cox Counter Mats Visible?

  Yes

  No

  N/A

• Comments:

• Picture

  Media

• Cox Resource Binder Readily Available?

  Yes

  No

  N/A

• Comments:

• Picture

  Media

• Cox Resource Sheet Readily Available?

  Yes

  No

  N/A

• Comments:

• Staff Wearing Cox Lanyards?

  Yes

  No

  N/A

• Comments:

• Picture

  Media

• Additional Items Needed?

  Yes

  No

  N/A

• Item Needed

• Date Needed By

  Date

• Additional Items Needed?

  Yes

  No

  N/A

• Item Needed

• Date Needed By

  Date

• Additional Items Needed?

  Yes

  No

  N/A

• Item Needed

• Date Needed By

  Date

• Additional Items Needed?

  Yes

  No

  N/A

• Item Needed

• Date Needed By

  Date

• Additional Items Needed?

  Yes

  No

  N/A

• Item Needed

• Date Needed By

  Date

• Additional Items Needed?

  Yes

  No

  N/A

• Item Needed

• Date Needed By

  Date

RETAILER STAFF CHECKLIST / FOLLOW UP

• Does team know current campaigns?

  Yes

  No

  N/A

• Comments:

• Are they asking customers product questions?

  Yes

  No

  N/A

• Comments:

• Does team know where reference binder is located?

  Yes

  No

  N/A

• Comments:

• Does team know where the reference cards are located?

  Yes

  No

  N/A

• Comments:

• Does team know contact info for Account Manager?

  Yes

  No

  N/A

• Comments:

• Does team know competitive talking points?

  Yes

  No

  N/A

• Comments:

• Does team keep track of individual sales?

  Yes

  No

  N/A

• Comments:

• Does team know how to process orders?

  Yes

  No

  N/A

• Comments:

• Additional Items Needed?

  Yes

  No

  N/A

• Item Needed

• Date Needed By

  Date

• Additional Items Needed?

  Yes

  No

  N/A

• Item Needed

• Date Needed By

  Date

• Additional Items Needed?

  Yes

  No

  N/A

• Item Needed

• Date Needed By

  Date

• Additional Items Needed?

  Yes

  No

  N/A

• Item Needed

• Date Needed By

  Date

• Additional Items Needed?

  Yes

  No

  N/A

• Item Needed

• Date Needed By

  Date

• Additional Items Needed?

  Yes

  No

  N/A

• Item Needed

• Date Needed By

  Date

COMPETITIVE UPDATE - CAMPAIGNS, TALKING POINTS, PRICING, PRODUCT LAUNCHES

• Competitior

  AT&T

  DirecTV/Dish

  CenturyLink

  LUS

  Eatel

• Details

• Competitior

  AT&T

  DirecTV/Dish

  CenturyLink

  LUS

  Eatel

• Details

• Competitior

  AT&T

  DirecTV/Dish

  CenturyLink

  LUS

  Eatel

• Details

• Competitior

  AT&T

  DirecTV/Dish

  CenturyLink

  LUS

  Eatel

• Details

• Competitior

  AT&T

  DirecTV/Dish

  CenturyLink

  LUS

  Eatel

• Details

SALES TIPS

• 1.

• 2.

• 3.

• 4.

• 5.

ACTION ITEMS / TAKE AWAYS / NOTES

• 1.

• 2.

• 3.

• 4.

SALES OBSERVATIONS

• Sales Observation Conducted?

  Yes

  No

  N/A

• Please attach Sales Observation Form

SIGNATURE

• Store Representative

  Sign