Ride-Along Questionnaire / Sales Form

We are excited to have you join us on our upcoming sales visits. To ensure we have a productive and well-organized trip, please take a moment to complete the following questionnaire/sales form. This will help us understand your objectives, the accounts you would like to visit, and any other pertinent information that will contribute to the success of our meetings. Please return this completed form to us at least two weeks before your visit. This will give us sufficient time to schedule appointments with the accounts and prepare. Please keep in mind this is a request for travel unless you have already set dates with the salesperson you are traveling with. Nothing is confirmed with accounts until you receive a filled-out itinerary back from LSW.

To make the most of our time during the ride-along, we recommend discussing up-to-date sales information for each account we will be visiting at least one week prior to your visit. This will allow us to focus on strategic discussions, address any concerns, and identify opportunities for growth.

Please also discuss with us any samples you wish us to have specifically so we can make sure we have enough to cover accounts we are visiting as well and have the most up-to-date version.

Please provide the names of the accounts you would like to visit during the ride-along and any specific objectives for each account.