Information

  • Account Manager:

  • Account Name:

  • Location:
  • Conducted On:

  • Prepared By:

  • Follow-Up Date:

Ad/Planner Execution - 50 Points Possible

  • Are planner items displayed at 100%?

  • Is RBG Primary Ad Execution equal to or greater than 92%?

  • Does Constellation have equal to or greater than 40% C.O.D. of all other displays in Hispanic accounts?

  • Does Constellation have equal to or greater than 30% C.O.D. of all other displays in General Market accounts?

  • Is the Location of the Constellation display the most impactful location?

Display Standards - 20 Points Possible

  • Do all displays comply with RBG and Supplier standards?

  • Are suppliers consumer offers and POS executed?

  • Is Corona Lights appearance reflective of specific channel standards (33% GM & 20% Hispanic)?

  • If applicable, are cans displayed to standard?

Shelf and Pricing - 30 Points Possible

  • Are all tags up and accurate?

  • Is schematic accurate?

  • Shelf items in proper rotation?

  • Does RBG have less than 1 case of QC product?

  • How many total QC cases does the account have?

  • Do RBG have less than 1 out of stocks?

  • How many total out of stocks does the account have?

  • Are all packages in sellable condition (not ripped or torn)?

  • Is backroom / breakage managed?

Customer Evaluation

  • Sales (1-5) - 5 being the best

  • Merchandising (1-5) - 5 being the best

  • Delivery (1-5) - 5 being the best

  • Overall (1-5) - 5 being the best

Follow Up

  • Comments

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