Pre Visit Account Development Plan
Date of Visit
*
-
Day
-
Month
Year
Date Picker Icon
Brand Manager
*
Andrew Mills
Joan Raitt
Susy Boland
Carolyn Baker
Andrew Lewis
Store Name
*
Store Account No
*
Postcode
*
Last 12 month sales (if existing customer)
*
Sales for Jan - Mar 2017
*
Retail Sell-Out on our Brands for Oct - Dec 17 as per Retailers Report
*
Key Visit Objective - Complete Prior to Visit
Improve brand locations in-store
Yes
No
N/A
Sell-in new furniture offer
Yes
No
N/A
Back
Next
Visit Outcomes - Complete Post Visit
Prospect
*
Please Select
Yes
No
HD Brands Stocked
*
Hot Diamonds
Emozioni
Emozioni Bangles only
Anais Paris
None - Prospect Account
Sales/Performance
*
Not Stocked
Poor
Average
Good
Excellent
Hot Diamonds
Emozioni
Anais
Furniture in Store
HD DT
Emozioni DT
HD C Unit
Anais Cabinet
Other Key Brands
Are all the best-sellers in stock?
*
Yes
No
Other
Did you place a top up for missing best-sellers?
*
Yes
No
Other
Is the Valentine's pendant on display correctly?
*
Yes
No
Other
Are the displays optimised for Valentines?
*
Yes
No
Other
If no, please list action plan agreed with retailer below:
*
Order written at visit
*
Please Select
Yes
No
Order Value
*
Type of Order
*
Stock Replenishment
Early Bird
Stock Swap
SOR
POS
Furniture
Newness
Other
Plan to make up any deficit
*
BA Name
Is BA signed up to Brand Ambassador Facebook Page
*
Yes
No
Signed up at this visit
Other
Social Media Presence
*
Facebook
Twitter
Instagram
None
Other
Merchandising
*
OK no further action needed
Brand Ambassador to do
Brand Manager to do
HD Visual Merchandiser to do (only in exceptional circumstances)
Other
Any interest in us doing 9ct Gold
*
Yes
No
Not Applicable
Other
Personality Type
*
D - Dominant
I - Inspiring
S - Supportive
C - Cautious
Not Applicable
Other
Image of best selling 9ct Gold Design
*
Own Retailer Database
Number on Retailer Database
Comments
*
POS IMage
*
POS IMage
*
POS IMage
POS IMage
POS IMage
POS IMage
Submit
Should be Empty: