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Leave this field empty
BDM NAME:
BDM Name
*
Date
*
Visit Type
Store Visit
Supplier Visit
Admin
Prospect
Promotions
STORE/SUPPLIER DETAILS:
Store/Supplier Name
*
Store/Supplier Address
Street Address
Address Line 2
City
State / Province
Postal Code
Country
MEMBERS/SUPPLIERS PRESENT:
Member/Supplier Name
*
Position
Mobile
Email
Other
REVIEW INFO:
Contact report completed
*
Yes
No
N/A
More info on report completed
Walked the floor
*
Yes
No
N/A
More info on floor walk
Covered minutes
*
Yes
No
N/A
More info on minutes
Supplier letters up to date
*
Yes
No
N/A
More info on supplier letters
All rebate and supplier info received
*
Yes
No
N/A
More info on rebates and supplier info
Promotions and BDM Communication received
*
Yes
No
N/A
More info on promotions and BDM communication
SUPPLIER SECTION:
Any issues
Suppliers not appearing on Pivots
Supplier name
Member account with Supplier
MAJOR UPCOMING EVENT:
Any promotions coming up:
*
Yes
No
N/A
More Info on Promotions
Birthdays or celebrations?
*
Yes
No
N/A
More Info on Birthdays or Celebrations
EST SERVICES:
Do you the member know about ALL EST's services
*
Yes
No
N/A
Store design or layout
Shelving needs
Operations
Merchandising
Procurement
Process and procedures
HEAD OFFICE INFO:
All RFI's received?
*
Yes
No
N/A
More Info on RFI's
Emailed to H/O?
*
Yes
No
N/A
More Info on Email to H/O
OPPORTUNITIES:
Which suppliers can I assist to get listed
Supplier Name
Contact Nr.
Email
What do they do?
How much +- spend with the supplier
MEMBER CONTACT DETAILS:
Can I add anyone to your WhatsApp Promo group?
*
Yes
No
Person's Details
Name
*
Email
*
NOTES
Photos
Allowed: PDF, DOC, DOCX, JPG, JPEG, PNG · Max 10MB
Documents
Allowed: PDF, DOC, DOCX, JPG, JPEG, PNG · Max 10MB
Notes
Save and continue later
Send Message
Leave this field empty
BDM NAME:
BDM Name
*
Date
*
Visit Type
Store Visit
Supplier Visit
Admin
Prospect
Promotions
STORE/SUPPLIER DETAILS:
Store/Supplier Name
*
Store/Supplier Address
Street Address
Address Line 2
City
State / Province
Postal Code
Country
MEMBERS/SUPPLIERS PRESENT:
Member/Supplier Name
*
Position
Mobile
Email
Other
REVIEW INFO:
Contact report completed
*
Yes
No
N/A
More info on report completed
Walked the floor
*
Yes
No
N/A
More info on floor walk
Covered minutes
*
Yes
No
N/A
More info on minutes
Supplier letters up to date
*
Yes
No
N/A
More info on supplier letters
All rebate and supplier info received
*
Yes
No
N/A
More info on rebates and supplier info
Promotions and BDM Communication received
*
Yes
No
N/A
More info on promotions and BDM communication
SUPPLIER SECTION:
Any issues
Suppliers not appearing on Pivots
Supplier name
Member account with Supplier
MAJOR UPCOMING EVENT:
Any promotions coming up:
*
Yes
No
N/A
More Info on Promotions
Birthdays or celebrations?
*
Yes
No
N/A
More Info on Birthdays or Celebrations
EST SERVICES:
Do you the member know about ALL EST's services
*
Yes
No
N/A
Store design or layout
Shelving needs
Operations
Merchandising
Procurement
Process and procedures
HEAD OFFICE INFO:
All RFI's received?
*
Yes
No
N/A
More Info on RFI's
Emailed to H/O?
*
Yes
No
N/A
More Info on Email to H/O
OPPORTUNITIES:
Which suppliers can I assist to get listed
Supplier Name
Contact Nr.
Email
What do they do?
How much +- spend with the supplier
MEMBER CONTACT DETAILS:
Can I add anyone to your WhatsApp Promo group?
*
Yes
No
Person's Details
Name
*
Email
*
NOTES
Photos
Allowed: PDF, DOC, DOCX, JPG, JPEG, PNG · Max 10MB
Documents
Allowed: PDF, DOC, DOCX, JPG, JPEG, PNG · Max 10MB
Notes
Save and continue later
Send Message
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