Account Visit Form
Sales Rep Full Name
First Name
Last Name
Email Address
*
example@example.com
Name of Account
*
Account Number
*
Date of Visit
*
-
Month
-
Day
Year
Date
Did you meet with the buyer?
*
Yes
No
Value of Account
*
$0-5000
$5001-10,000
$10,001-20,000
$20,001-50,000
$50,001-100,000
$100,001+
Sales YTD of account:
Up
Down
Flat
Photo of store exterior:
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of
Photo of store interior (AOR merchandising)
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of
Were new products offered? (can just be new sku)
*
Yes
No
If yes, which products were offered?
If no, why not?
Was a bulk deal offered?
*
Yes
No
Did they place an order?
*
Yes
No
Which Competing Brands had a visible presence at this account visit?
*
Merchandising completed (check all that apply)
*
Poster installed interior
Poster installed exterior
End Cap
Changed product placement
Double faced top sellers
Window display
Marketing materials placed with product
Sandwich board
Video display
Other
Was informal floor training of staff completed?
*
Yes
No
When was the last formal training completed:
*
-
Month
-
Day
Year
Date
Comments/Suggestions:
Submit
Should be Empty: