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)