Nick Rubio

Sales Visit

BAMTPR

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Use this Template

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Title Page

Prepared by
Select date
Location

Store details

Store Name
SAP
Partner

Results

NPS
SME
BTS % to plan
BTS % to post
Accessories
One+ Attach

Plan

Focus Area One
Goal
Tactics
Time Line
Follow up

Plan

Focus Area Two
Goal
Tactics
Time Line
Follow up

My Merch

My Merch %
Visual inspection
Outstanding items
Images of Outstanding Items
Timeline for completion
Visit Notes

Nick Rubio

Sales Visit

BAMTPR

Use this Template

Print as PDF

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.