Reseller prospecting

Template

Here you will be able to organize and coordinate your reseller prospecting process.
From the stage of evaluating the opportunity to the conclusion, with the reseller being credited or not.
You will have analysis, document preparation and review phases, and approval by the person responsible.

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template store defaut

Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Date

  • 2. Type of establishment

  • 3. Company name

  • 4. Address

  • 5. Are there parking spaces?

    • Yes
    • No
  • 6. Are there three or more exhibitor refrigerators?

    • Yes
    • No
  • 7. Are there competitors' branded equipments?

    • Yes
    • No
  • 8. Is it a good point of sales location?

    • Yes
    • No
  • 9. Is there an ice cream freezer?

    • Yes
    • No
  • 10. Is there a good selection of exposed products?

    • Yes
    • No
  • 11. Does it have air conditioning for customers?

    • Yes
    • No
  • 12. Potential score

Analysis

  • 1. This card must be moved to the phase:

    • Placement details
    • Manager authorization
    • Client rejected

Manager authorization

  • 1. Approval assignee

  • 2. Additional comments, if required

  • 3. Is this approved?

    • Yes
    • No

Placement details

  • 1. Assignee

  • 2. The place visited is:

    • Very bustling
    • Average movement
    • Little bustling
  • 3. Owner's name

  • 4. Owner's address (house and unit numbers, street name)

  • 5. City

  • 6. State

    • A
    • B
    • C
    • D
    • Guererro
    • ...
  • 7. Owner's main document

  • 8. Owner's phone

  • 9. Business name

  • 10. Business address (house and unit numbers, street name)

  • 11. City

  • 12. State

    • A
    • B
    • C
    • D
    • E
  • 13. Route of sale

  • 14. Business phone

  • 15. Follow-up/visit days

    • Monday
    • Tuesday
    • Wednesday
    • Thursday
    • Friday
    • Saturday
  • 16. Frequency

    • Weekly
    • Biweekly
    • Monthly
    • Other
  • 17. If other, describe.

  • 18. Terms and conditions

    • Credit
    • Debit
  • 19. Credit days

  • 20. Credit limit

  • 21. Discounts

  • 22. Impulse (%)

  • 23. Scooping (%)

  • 24. Take home (%)

  • 25. Freezer number

  • 26. Freezer type

    • Vertical freezer
    • Horizontal freezer
    • Kiosk
    • Mobile
  • 27. Series

  • 28. Brand

  • 29. Model

  • 30. Observations

Document preparation

  • 1. Assignee

  • 2. Is the data correct?

    • Yes
    • No
  • 3. Document

Document review

  • 1. Assignee

  • 2. Signed document

Credit data/customer code creation

  • 1. Assignee

  • 2. Was the customer credit code created?

    • Yes
    • No
  • 3. Do you have additional information?

    • Yes
    • No
  • 4. Additional sales information

  • 5. Client code

Final approval

  • 1. Assignee

  • 2. Is this approved?

    • Yes
    • No
  • 3. Additional comments, if required

Client created

Client rejected

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