The objective of this project is to facilitate greater visibility into the independent retail market. You will find the sales templates here as well as a button to add a document. This is where you will provide your communication and sales reporting quarterly.
This portal will be used to easily keep track of progress as we move forward with the introduction of the product and company to the network.
Hello! This is Javan Wells your Relationship Manager and this is our communication dashboard where you can ask any questions and submit your communication and sales reports to us directly.
Hi Javan,
It was great to connect just now. Thank you for your time .. I look forward to working with you and your team!
Happy New Year!
Ginna
Good afternoon.
I have gotten two leads today (YAY!) and I look forward to following up. Should I assume that someone from your team has spoken to the lead prior to me calling or should I go into it thinking they somehow found the company and want more information randomly?
Best,
Ginna
Hey there,
We hope you’re doing well. Would you mind sending me the reports on the distributors we sent over. As we discussed on our product education call, we require communication reporting every quarter at minimum. This helps us get a better understanding of how the conversations are going and if they are or are not a good fit for your product. Once we receive this information, we can then follow up on our our end as to why it wasn’t a good fit and then regroup and find the distributors that may be a better market fit.
This is also one of your roles and responsibilities listed your contract with us.
We try to make this as easy as possible with templates you can find here: https://mrcheckout.net/sales-report-templates/
Please make sure to include if the distributor decided it was not the right fit so that we will be able to regroup and try to find the right destructors to make a better market fit.
Added reporting to dashboard 3/5/21
Just checking in to see how your outreach is going with the list of interested leads we sent. Can you please send me the details notes from your outreach? We require quarterly reporting at a minimum to keep our agreement active.
These conversations are crucial for our operation and allow us to get a better understanding of how the conversations are going.
The details required are dates of outreach, method of outreach (call,text,email) and details of the final outcome.
If you did send or plan to send samples, please be sure to include the dates the samples are sent and are delivered. Please also include the follow up details on how the retailers felt about the samples.
Having this information will help us determine who the best retailers are for your product and company.
As of now, we have not received any feedback from our retailers about your line and no reporting from your end either.
Please let me know if you have any questions and I look forward to hearing from you.
After meeting with my team this morning we have come up with the following conclusion that without reporting and communication as stipulated in the agreement, the contract is considered terminated by your company. This is not the outcome that we wanted at the onset of this agreement and we do our best to convey this in our agreement, through this dashboard and conversations early on. We wish you the best of luck in your future endeavors.
