Warehouse Meeting Days: Tuesday | Wednesday | Thursday

This week's Fuel Pin: 0235 (the same)

Week 1

Site Updated: March 21th

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


Tuesday  March 20th  meeting Agenda  

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 

Pending actions

-Splitsville CC terms (charge) 

-Ivy By The Lake Payment 


Route Change Request  ( pending after 6 weeks of surveying)

Check Weekly

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Musketeer On-Premise NOVX Update