Title Page

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

  • Account:

  • Survey the account

  • Do you see opportunities for displays or to cross merchandise?

  • What and where?

  • Take inventory and service the account

  • Did you work back stock?

  • Did you fill the cold box?

  • Is there opportunity to customize the cold box?

  • What will you add/delete?

  • Did you present a display?

  • Who did you present to?

  • What did you present?

  • Was the display accepted?

  • When is the build and what location?

  • Did you write the order?

  • Did you complete Go Spot Check surveys for this account?

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