INTERNAL APPROVAL
Approved
Not Approved
$50 : DRIVE THE MOST REVENUE
Advisory : Identify a client who wants to acquire new wines
Advisory : Identify an inactive client who wants to sell wines
Advisory : Refer a lead for a home cellar project
Product : Win placement of Weinbox or cardboard boxes in a retail shop; train their team on the advantages of the product
Storage : Sell one-time inventory services to an existing client
Storage : Sell Domaine PickUp shipping services to existing client
Storage : Identify a winery partner for PickUp or enhance current partnership
Storage : Secure a lounge rental
Storage (wine, auto, dry goods) : Refer a wine, auto or dry storage lead that you met personally
Storage (wine, auto, dry goods) : Refer a wine, auto or dry storage lead that you acquired by asking our clients for referrals
Transit : Refer a lead to Transit
$30 : DEVELOPING AWARENESS & BUILDING RELATIONSHIPS
Energy : Make an energy improvement; document the change
Lounge : Host a client (not a regular) and their friend in the lounge
Product : Sell/upgrade an insurance policy to an existing client
Savings : Identify an opportunity for financial savings; make the change
Storage : Complete / Update 10 historic client profiles
Storage : Identify, then book/elevate a billable storage consolidation
Storage : Identify, then book/elevate an upgrade (service type or account size)
Storage : Receive a perfect monthly Locker Audit
Waste : Reduce time or material waste
Accounting (Quarterly) : Box Counts
Accounting (Quarterly) : Expense Reporting
Accounting (Quarterly) : End of Month Billing
Clean Team (Quarterly)
Unbreakable Team (Quarterly)
$10 : DOING A GOOD JOB AT YOUR JOB
Assist
Client Engagement : Talk to a client about the current state of the import market
Client Engagement : Ask a client what they've been drinking at home
Complete a Field Report
Inventory : Discover inventory error, audit entire box, make general notes on discrepancies resolved, handoff appropriately
Product : Timeblock for a 30 minute session of auditing boxes outside your normal work and bill clients; list boxes replaced/client touched in comments
Workspace : Maintain an impeccable workspace/vehicle
Client Engagement Notes + Resulting Action Items / Hand-off + Next Steps
*
Wines list, winery, conversation notes, specific savings - anything to assist with further engagement.
Relevant Domaine Location or Service
*
Chicago
Napa
New York
Saint Louis
Washington, DC
Accounting
Transit
Advisory
Materials (Cardboard / Weinbox)
Marketing & Partnerships
Status (Current or New Client)
*
Current
New / Prospect
Client Name
First
Last
Client First Name
*
Client Last Name
*
Client Industry
Accounting
Design
Education
Engineering
Entertainment
Fashion
Finance
Food & Wine
Government
Health Care
Hospitality
Investment
Manufacturing
Marketing
Media
Public Relations
Publishing
Real Estate
Retail
Spirits
Technology
Telecommunications
Wine Producer
Vineyard Employee
Vineyard Owner
Wine Preferences (check all applicable)
Bordeaux
Burgundy (Red)
Burgundy (White)
Cali Chardonnay
Cali Pinot Noir
Other Cali Reds - Syrah, Zin, Etc
Piedmont
Rhone
Riesling
Spain
Tuscany
Predominantly Old World
Predominantly Cali / New World
Nerdy / Esoteric Collection
Other Details
Home Cellar
Multiple Homes
Retail Store Contact
Friday List Prospect
Other
Attach supporting documents:
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Team Member Name
*
First Name
Last Name
Team Member Email
*
name@domainestorage.com
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