Retailer Prospecting Visit (RPV)

• Client / Site

• Conducted on

  Date

• Prepared by

SITE INFORMATION

• Account Manager or Specialist

• Location Name

• Location Address
  Address

• Visit Date

  Date

NON-DISCLOSURE AGREEMENT

• Reviewed and signed Non-Disclosure Agreement?

  Yes

  No

  N/A

EXPLORE PROSPECT NEEDS

• 1. What is your biggest challenge with your current vendors?

• 2. How long have you been in business?

• 3. How many units do you expect to sell monthly?

• 4. How does this integrate with your current business?

• 5. What is your target demographic?

• 6. Why are you interested in the Cox Dealer Program?

• 7. How do you distinguish yourself from other prospects?

• 8. How do you prefer to communicate?

  Email

  Phone

  Text Message

• E-Mail address:

• Preferred phone number:

• Preferred mobile number?

• Additional Notes

INTRODUCE COX

• Presented the Cox Authorized Dealer Program

  Yes

  No

  N/A

INVITATION TO PARTNER

• Asked for Partnership

  Yes

  No

  N/A

• Reviewed Agent Prospecting Kit

  Yes

  No

  N/A

ACTION ITEMS

• Target date for next appointment

  Date

• Follow up items:

SIGNATURE

• Store Representative

  Sign