Sales Visit Log
Date
*
-
Month
-
Day
Year
Date
Hour Minutes
AM
PM
AM/PM Option
Brand Ambassador Name
*
Property Name
*
Chef/Manager Name
*
First Name
Last Name
Email
*
example@example.com
cell phone # prefer
*
Please enter a valid phone number.
Format: (000) 000-0000.
Who did you speak with?
*
Manager
Chef
Banquet Manager
Event Coordinator
Catering Manager
F&B Director
Other
Address Search & Preview
What type of visit was this?
*
Cold Call from list
Sample Drop off
cold call from driving by
Outcome of Visit
*
No one available
Made Contact with Chef/manager
Business Closed/Moved
Corporate Purchase - No Local 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
Need Samples
Conversation Details
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
Continental Butter
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 - must get 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: