Account Visitation Checklist
Please let us know how we are doing for you
Location Name:
*
COD/CHG?
*
Please Select
COD
CHG
CHG but on COD
Person/Email address for AP
Has this changed compared to Summary?
Over CHG limit?
*
No
Yes
Yes and on payment plan
Other
Sales Rep:
Please Select
Anthony
Margaret
Ann
Angelo
Mike C
Other
Type of Visit:
*
Todays Date
Location #
*
Contact person
*
Customer Info
Type a question
Contact Name
First Name
Last Name
Quality of Products
Excellent
Good
Average
Dissatisfied
Quality notes for production to see
Route Rep
Excellent
Good
Average
Dissatisfied
Other
Notes about rep
Timliness of Delivery
Excellent
Good
Average
Dissatisfied
Notes about Delivery
Invoicing & Billing
Excellent
Good
Average
Dissatisfied
Notes about Billing
Order Accuracy:
Excellent
Good
Average
Dissatisfied
Notes about Orders
Value:
Excellent
Good
Average
Dissatisfied
Overall Experience:
Excellent
Good
Average
Dissatisfied
How often do you wish to be visited?
Monthly
Every quarter
Every 6 months
Once a year
Next Visit
*
Next Visit
*
Signature
Any comments, questions or suggestions?
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