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Company Name
*
13 Week Trader Average Weekly Spend with KIS
*
Estimated Weekly Spend in Total
*
*
Customers Name
Position
Attendees
*
Justin McMillan
Nelson Elvery-Porter
Peter Ryan
Robert Koreny
Sam Watkins
Sarah Fischer
Other
Additional Attendees
*
Date Attended
*
DD slash MM slash YYYY
Checklist
Potential Business Opportunities (Obtain Data)
*
Were you provided freight data?
*
Yes
No
If 'No', why not?
*
Stock Import/Export
*
Platform / Customer Care review
*
Carrier Review
*
Quarterly Forecast
*
Referrals
*
Business Name
Contact Name
Number
Notes
Visitation Schedule
*
Monthly
Quarterly
Bi-Annually
When Required
Actions / Tasks
Team Member Details
Name
*
Email
*
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