Account Analysis

ACCOUNT ANALYSIS

ACCOUNT___________________________________________________
ADDRESS___________________________________________________
__________________________________________________________
BUYER_____________________________________________________
OTHER
CONTACTS__________________________________________________
CALLING DAYS AND TIMES____________________________________
ANNUAL
VOLUME__________EMPLOYS__________CREDIT LIMIT______D&B____
HISTORICAL
PURCHASES 19___/$_______ 19___/$_______ 19___/$____
19___/$_____ 19___/$_______ 19___/$_______ 19___/$____
COMPETITOR PROFILE AND PRESENCE IN ACCOUNT INVENTORY:_____
__________________________________________________________

PROBLEMS AND OPPORTUNITIES:_______________________________
__________________________________________________________
STRATEGIC APPROACH:_______________________________________
__________________________________________________________

 

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SMB Reviews
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SMBReviews is committed to providing small and mid-sized business owners with the information and resources they need to select the best service or product for their company.

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