Information

  • Conducted on

  • Customer Name

  • CIS #

  • Address
  • Route Number

  • Prepared by

  • RSR Name

  • SDL Nane

  • I am servicing this account according to the agreed upon service as scheduled

  • I service this customer on the correct day, correct time, in the correct order every week.

  • I have signed My Signature in this account by merchandising locations that are:

  • Popped & Laced (no cordwood)

  • properly tagged & signed (POS)

  • 100% in stock

  • Fully Rotated and in code

  • Appropriate backroom stock

  • Maximized with clips and dip

  • I have executed the Region/Account planograms on:

  • Gondola

  • Perimenter Displays

  • I can produce the POG

  • I have executed 100% of the CAP/PFG agreement equipment for this store

  • I have executed 100% of the current week's XPC

  • I have confirmed plans for next week's priorities.

  • I have approached the customer on at least one growth opportunity each week.

  • I have executed 100% KAM/DSL generated action items on the store blueprint

  • I have attained my "Fair Share" (3 to 1 Locations)

  • RSR Signature:

  • SDL Signature:

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.