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 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 rejectet

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

Final approval

Client created

Client rejected

Final approval

Client created

Client rejected

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