Cases
Walk into every Account
Core / Core+
Goal 75%/53%
To Bonus
Core Plus is the weakest let's focus and turn it around. Click button to see route break down on which accounts need attention.
Route Metric
Stop printing multiple tickets per minute.
ASM Daily Routine
Report to Work = 9am
Count and Load
9:30 – Morning Huddle with DSM
10 am – Gather and load Equipment / POS needs
10:15 am – Hit the streets
Return Home 5-6 pm
ASM General Expectations
Sales and delivery along pre-determined route (on and off day)
Responsible for all inventory and collected monies / signatures
Sales of all approved on premise services / SKUs / POS / Cold Equipment
Route Growth – new accounts
Maintaining acceptable metrics – (SKU Execution / VIP Compliance / Accounts on route, National Account Mandates)
Vehicle maintenance and communication
Tuesday March 20th meeting Agenda
Golf Course / outdoor event update
Route request to note - email to lane - for thom to change
Who has a problem with hunting for new accounts? What day is the slowest route day?
Funnel Jars for each route *Update on potentials - Should manager visit?
Any small or large spring events in your terriroty?
What annoy's you about your current job? What would you like to change?
Pricing Refresh | Cooler Schematics | Menu's with Ben Update
Route business - What can we do to help you all | What's needed in your territories
On Premise training video plan | Training packet as guide ( Weds Tackle with RON)
Drink Menu Website | Dean's Virtual Menu to push in April after March Festives
Clean up route - Aim to have 60% completion and 98% route scheduled stops - DDMR
Plan to increase time on route to 6 hours. (Current 5h51m) - DDMR
New Account qualification flow ( Give all 90 day follow ups to Darrell before ruling lead as dead)
Weekly Follow up Funnel | 30 Day Follow up Funnel | 60 Day Follow up Funnel | Darrell Will follow up last at 90 day Follow up Funnel
Hunt > Research > Approach > Speak to decision maker > Collect Tax ID becomes = new account
Hunt > Research > Approach > No contact with decision maker > Put account in follow up Funnel (follow up weekly until speak with decision maker)
If decision maker says they want to sign up and all we are waiting for is Tax ID and/or payment put account in Last Stage follow up and note why
If the potential account is not interested at the time but maybe down the road put account in 30 day follow up funnel > If same account still not interested put account in 60 Day follow up > If account is still not interested at the time put account in 90 Day follow up for Darrell (District Manager)
March FOCUS
March - April Incentive
PUSH MENUS
Golf Course| Marina Recreations | Outdoor Events
Route growth accountability and training (adding accounts to your route is just as important as delivering cases)
Deal or No Deal GAME (DDMR) coming April
Building your account funnel - 30 day - 60 day - 90 Day
How can Darrell help in April?
Pending actions
-Splitsville CC terms (charge)
-Ivy By The Lake Payment
Route Change Request ( pending after 6 weeks of surveying)
Dean to move routes to Tuesday and Weds day | Will hunt Monday Thursday and Friday
FXBRG Kyle to discuss his time on route with Jason and to shift Fburg rt to Weds Thursday - Woodbridge Stafford still on Friday | Alexandria arlington monday tuesday
45 day route 807 watch
Check Weekly
Click to see if your Van has any upcoming services
Due on March 3rd 2023