Daily Checkit NOVX - Meeting Focus

Tuesday Aug 13th Meeting Focus

Month Update: Sales | Route Metrics| New Accounts | Time on route | Order average | 90 day non buying execution
Incentive Focus | FOOTBALL | CA's (Take pictures) | Audit List
VOLUME Goals | Strategy to get (Stay) ahead in cases | Giana Leverage | Fall EVENTS
Menu Update and tracking | Menu's and Posters show a direct impact
New Accounts in the Funnel | Attack Mode | Selling into 60% of route stops
Voids continuation | Printouts * Check the On Premise Cubby (PRINT THEM YOURSELF)
Getting Non Buying accounts off of route still main FOCUS
Vacation scheduling | Roundtable | Check your time and put in request soon
Who has a problem with hunting for new accounts? What day is the slowest route day?
3Q Goals as a TEAM and Individual
Ride A long APP | Lead Catcher App | Menu Request App | Zoey Ordering App
Any small or large events in your territory?

Pricing Refresh | Cooler Schematics | Menu's with Giana Update
Route business - What can we do to help you all | What's needed in your territories
Perfect Serve TV
Clean up route - Aim to have 60% completion and 98% route scheduled stops - DDMR
Plan to increase time on route to 6 hours. DDMR

New Account qualification flow ( Give all 90 day follow ups to Darrell before ruling lead as dead)

Weekly Follow up Funnel | 30 Day Follow up Funnel | 60 Day Follow up Funnel | Darrell Will follow up last at 90 day Follow up Funnel

Hunt > Research > Approach > Speak to decision maker > Collect Tax ID becomes = new account

Hunt > Research > Approach > No contact with decision maker > Put account in follow up Funnel (follow up weekly until speak with decision maker)

If decision maker says they want to sign up and all we are waiting for is Tax ID and/or payment put account in Last Stage follow up and note why

If the potential account is not interested at the time but maybe down the road put account in 30 day follow up funnel > If same account still not interested put account in 60 Day follow up > If account is still not interested at the time put account in 90 Day follow up for Darrell (District Manager)

Tuesday December 12th Meeting Focus

DEC Month Update: Sales | Route Metrics| New Accounts | Time on route | Order average | 90 day non buying execution
Incentive Focus | SURVEYS | CA's (Take pictures) | December Cal Double ups
VOLUME Goals | Strategy to get ahead in cases | Giana Leverage | EVENTS
Menu Update and tracking | Menu's and Posters show a direct impact
New Accounts in the Funnel | Attack Mode | Selling into 60% of new accounts same day
70 day Voids continuation | Printouts * Check the On Premise Cubby (PRINT THEM YOURSELF)
Getting Non Buying accounts off of route still main FOCUS
Vacation scheduling | Roundtable | Check your time and put in request soon
Who has a problem with hunting for new accounts? What day is the slowest route day?
DECEMBER Goals as a TEAM and Individual
Funnel Jars for each route *Update on potentials - Should manager visit? YES
Ride A long APP | Lead Catcher App | Menu Request App | Red Bull Ordering App
Any small or large Fall events in your territory?
What annoys you about your current job? What would you like to change?

Pricing Refresh | Cooler Schematics | Menu's with Giana Update
Route business - What can we do to help you all | What's needed in your territories
On Premise training video plan | Training packet as guide ( Weds Tackle with RON)
Drink Menu Website | Dean's Virtual Menu to push in April after March Festives
Clean up route - Aim to have 60% completion and 98% route scheduled stops - DDMR
Plan to increase time on route to 6 hours. (Current 5h51m) - DDMR

New Account qualification flow ( Give all 90 day follow ups to Darrell before ruling lead as dead)

Weekly Follow up Funnel | 30 Day Follow up Funnel | 60 Day Follow up Funnel | Darrell Will follow up last at 90 day Follow up Funnel

Hunt > Research > Approach > Speak to decision maker > Collect Tax ID becomes = new account

Hunt > Research > Approach > No contact with decision maker > Put account in follow up Funnel (follow up weekly until speak with decision maker)

If decision maker says they want to sign up and all we are waiting for is Tax ID and/or payment put account in Last Stage follow up and note why

If the potential account is not interested at the time but maybe down the road put account in 30 day follow up funnel > If same account still not interested put account in 60 Day follow up > If account is still not interested at the time put account in 90 Day follow up for Darrell (District Manager)

Tuesday September 5th Meeting Focus

Aug Month Recap: Sales | Route Metrics| New Accounts | Time on route | Order average | 90 day non buying execution
Incentive Focus | Football Season | Menus - Poster (Take pictures)
New September Goals | Strategy to get ahead in cases | Giana Leverage
Menu Update and tracking | Menu's and Posters show a direct impact
New Accounts in the Funnel | Attack Mode | Selling into 60% of new accounts same day
70 day Voids continuation | Printouts * Check the On Premise Cubby
Getting Non Buying accounts off of route still main FOCUS
Vacation scheduling | Roundtable | Check your time and put in request soon
Who has a problem with hunting for new accounts? What day is the slowest route day?
SEPTEMBER Goals as a TEAM and Individual
Funnel Jars for each route *Update on potentials - Should manager visit? YES
Ride A long APP | Lead Catcher App | Menu Request App | Red Bull Ordering App
Any small or large Fall events in your territory?
What annoys you about your current job? What would you like to change?

Pricing Refresh | Cooler Schematics | Menu's with Giana Update
Route business - What can we do to help you all | What's needed in your territories
On Premise training video plan | Training packet as guide ( Weds Tackle with RON)
Drink Menu Website | Dean's Virtual Menu to push in April after March Festives
Clean up route - Aim to have 60% completion and 98% route scheduled stops - DDMR
Plan to increase time on route to 6 hours. (Current 5h51m) - DDMR

New Account qualification flow ( Give all 90 day follow ups to Darrell before ruling lead as dead)

Weekly Follow up Funnel | 30 Day Follow up Funnel | 60 Day Follow up Funnel | Darrell Will follow up last at 90 day Follow up Funnel

Hunt > Research > Approach > Speak to decision maker > Collect Tax ID becomes = new account

Hunt > Research > Approach > No contact with decision maker > Put account in follow up Funnel (follow up weekly until speak with decision maker)

If decision maker says they want to sign up and all we are waiting for is Tax ID and/or payment put account in Last Stage follow up and note why

If the potential account is not interested at the time but maybe down the road put account in 30 day follow up funnel > If same account still not interested put account in 60 Day follow up > If account is still not interested at the time put account in 90 Day follow up for Darrell (District Manager)

Tuesday June 6th Meeting Focus (Last Month of 2Q)

May Month Recap: Sales | Route Metrics| New Accounts | Time on route | Order average | 90 day non buying execution
Incentive Recap Order percentage
New June Goals | Strategy to get ahead in cases | Event Leverage
Menu Update and tracking | Menu's and Posters show a direct impact
New Accounts in the Funnel | Attack Mode | Selling into 60% of new accounts same day | First route day
90 day Voids continuation | Printouts * Check the On Premise Cubby
Getting Non Buying accounts off of route still main FOCUS
Vacation scheduling | Roundtable
Who has a problem with hunting for new accounts? What day is the slowest route day?
2Q Goals as a TEAM and Individual
Funnel Jars for each route *Update on potentials - Should manager visit? YES
Ride A long APP | Lead Catcher App | Menu Request App | Red Bull Ordering App
Any small or large spring events in your territory?
What annoys you about your current job? What would you like to change?

Pricing Refresh | Cooler Schematics | Menu's with Ben Update
Route business - What can we do to help you all | What's needed in your territories
On Premise training video plan | Training packet as guide ( Weds Tackle with RON)
Drink Menu Website | Dean's Virtual Menu to push in April after March Festives
Clean up route - Aim to have 60% completion and 98% route scheduled stops - DDMR
Plan to increase time on route to 6 hours. (Current 5h51m) - DDMR

New Account qualification flow ( Give all 90 day follow ups to Darrell before ruling lead as dead)

Weekly Follow up Funnel | 30 Day Follow up Funnel | 60 Day Follow up Funnel | Darrell Will follow up last at 90 day Follow up Funnel

Hunt > Research > Approach > Speak to decision maker > Collect Tax ID becomes = new account

Hunt > Research > Approach > No contact with decision maker > Put account in follow up Funnel (follow up weekly until speak with decision maker)

If decision maker says they want to sign up and all we are waiting for is Tax ID and/or payment put account in Last Stage follow up and note why

If the potential account is not interested at the time but maybe down the road put account in 30 day follow up funnel > If same account still not interested put account in 60 Day follow up > If account is still not interested at the time put account in 90 Day follow up for Darrell (District Manager)

Tuesday May 9th Meeting Focus

Cinco De Mayo Recap
Sales
New Accounts in the Funnel | Attack Mode | Hunting while delivering
May Incentive Focus getting to where SOVA is in order average | Invoice % (16| 61%)
90 day Voids continuation | Printouts * Check the On Premise Cubby
Volume Sales | New Accounts
Vacation scheduling | Roundtable
Who has a problem with hunting for new accounts? What day is the slowest route day?
2Q Goals as a TEAM and Individual
Funnel Jars for each route *Update on potentials - Should manager visit? YES
Ride A long APP | Lead Catcher App | Menu Request App | Red Bull Ordering App
Any small or large spring events in your territory?
What annoys you about your current job? What would you like to change?

Pricing Refresh | Cooler Schematics | Menu's with Ben Update
Route business - What can we do to help you all | What's needed in your territories
On Premise training video plan | Training packet as guide ( Weds Tackle with RON)
Drink Menu Website | Dean's Virtual Menu to push in April after March Festives
Clean up route - Aim to have 60% completion and 98% route scheduled stops - DDMR
Plan to increase time on route to 6 hours. (Current 5h51m) - DDMR

New Account qualification flow ( Give all 90 day follow ups to Darrell before ruling lead as dead)

Weekly Follow up Funnel | 30 Day Follow up Funnel | 60 Day Follow up Funnel | Darrell Will follow up last at 90 day Follow up Funnel

Hunt > Research > Approach > Speak to decision maker > Collect Tax ID becomes = new account

Hunt > Research > Approach > No contact with decision maker > Put account in follow up Funnel (follow up weekly until speak with decision maker)

If decision maker says they want to sign up and all we are waiting for is Tax ID and/or payment put account in Last Stage follow up and note why

If the potential account is not interested at the time but maybe down the road put account in 30 day follow up funnel > If same account still not interested put account in 60 Day follow up > If account is still not interested at the time put account in 90 Day follow up for Darrell (District Manager)

Tuesday April 24th Meeting Focus

GET CORE+ about 53% | Get VIP up to 95% | New Accounts in the Funnel
April Focus talk 90 day non-buying accounts | Utilize Route Health tracker on site
90 day Voids continuation | Printouts * Check the On Premise Cubby
Volume Sales | New Accounts
Vacation scheduling | Roundtable
Who has a problem with hunting for new accounts? What day is the slowest route day?
2Q Goals as a TEAM and Individual
Funnel Jars for each route *Update on potentials - Should manager visit? YES
Darrell Will be hitting funnel accounts that have not signed up in 1Q yet
Any small or large spring events in your territory?
What annoys you about your current job? What would you like to change?

Pricing Refresh | Cooler Schematics | Menu's with Ben Update
Route business - What can we do to help you all | What's needed in your territories
On Premise training video plan | Training packet as guide ( Weds Tackle with RON)
Drink Menu Website | Dean's Virtual Menu to push in April after March Festives
Clean up route - Aim to have 60% completion and 98% route scheduled stops - DDMR
Plan to increase time on route to 6 hours. (Current 5h51m) - DDMR

New Account qualification flow ( Give all 90 day follow ups to Darrell before ruling lead as dead)

Weekly Follow up Funnel | 30 Day Follow up Funnel | 60 Day Follow up Funnel | Darrell Will follow up last at 90 day Follow up Funnel

Hunt > Research > Approach > Speak to decision maker > Collect Tax ID becomes = new account

Hunt > Research > Approach > No contact with decision maker > Put account in follow up Funnel (follow up weekly until speak with decision maker)

If decision maker says they want to sign up and all we are waiting for is Tax ID and/or payment put account in Last Stage follow up and note why

If the potential account is not interested at the time but maybe down the road put account in 30 day follow up funnel > If same account still not interested put account in 60 Day follow up > If account is still not interested at the time put account in 90 Day follow up for Darrell (District Manager)