Sales Visit Log
Date
*
-
Month
-
Day
Year
Date
Hour Minutes
AM
PM
AM/PM Option
Brand Ambassador Name
*
First Name
Last Name
Property Name
*
Chef/Manager Name
*
First Name
Last Name
Address Search & Preview
What type of visit was this?
Cold Call
Sample Drop off
Outcome of Visit
No one available
Made Contact with Chef/manager
Business Closed/Moved
Corporate Purchase - No Loca Decision
Interest level
Hot - need immediate sales Follow up - met with chef or decision maker
Warm - spoke with someone and need a follow up by sales department
Cold - no interest at all
Next action
Need a sales manager Follow- Up
Want sample
Not a fit
Conversation Details
Who did you speak with?
Manager
Chef
Banquet Manager
Event Coordinator
Catering Manager
F&B Director
Other
Main contact name - if given - need to ask
First Name
Last Name
Contact title
Company position
Contact phone number
Please enter a valid phone number.
Format: (000) 000-0000.
Contact email
example@example.com
These are the questions you need to ask the Chef, Catering Manager, Manager, Etc
Do they use table butter?
Yes
No
Do they use compound butter?
Yes
No
Do they use clarified butter?
Yes
No
Do they use logo butter / individually wrapped butter portions?
Yes
No
Who do they currently butter buy it from?
Required if any butter type is yes.
Would they consider buying the same product faster and cheaper with next-day local delivery and no minimum?
Yes
No
Maybe
Type of account
Country Club
Golf Club
Hotel
Restaurant
Caterer
Bakery
Senior Living
Other
Current distributor
Is this a new prospect or existing account?
*
New Prospect
Existing Account
Additional details
Current butter brand or supplier
Estimated butter usage per week
Current butter format used
Cups
Chips
Medallions
Balls
Clarified Butter
Compound Butter
Make their own - Cut or Pipe
Other
Which products was the potential customer interested in? Select all that apply.
Branded Butter
Table Butter
Clarified Butter
Flavored Butter
Other
Quick notes
Required Property Photo & Business Card
Be Patient while Image is Uploading the required photos, then complete the signature.
Business card photo - if you got one
Upload - Take Picture of Business Card
Drag and drop files here
Choose a file
Take Picture of the contact Business Card
Cancel
of
Front of property photo
*
Take a photo of the front of the property
Drag and drop files here
Choose a file
Take a photo of the front of the property
Cancel
of
Please enter any additional comments about your follow up plan.
Must do - if these items are not done - visit is wasted
*
Did you leave Discount code circle
Did you leave Post Card
Did you refer the potential customer to www.specialtybutter.com
Did you leave sample box
Van and Front of property photo
*
Take a photo of the front of the property
Drag and drop files here
Choose a file
Take a photo of the front of the property with van
Cancel
of
Signature
*
Submit
Should be Empty: