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Sam's week · week of August 10 · sample data
Plan a day
Heading somewhere? Pick the town, and the street if it’s a big one. Every account worth a stop there, from all three lists.
Town
Street
Win back · 5 open
Wrasse Oyster Bar
Gone quietMilpas Street, Santa Barbara · Independent · On-premise · Hannah's territory
About 6.1 cases a week · what they usually buy
Stop in: did the handle rotate off, or are they out?
Usually orders every 7 days. Nothing in 41 days (last order Jul 6).
Weekly buys, last 26 weeks · bought in 19 · 126 cases
Feb 16week of Aug 10
Rockfish Grill
No second orderState Street, Santa Barbara · Independent · On-premise · Hannah's territory
About 16 cases · the size of their first order
Follow up on the first order
First order Jun 23, 54 days ago. No second order yet.
Weekly buys, last 26 weeks · bought in 1 · 16 cases
Feb 16week of Aug 10
Whole Foods #1707
Chain gapGarden Street, Santa Barbara · Chain · Off-premise · Hannah's territory
About 1.9 cases a week · what other Whole Foods stores sell of this item
Store check on Breaker IPA 6-pack; have the Sandcrest rep write the order
Authorized, and nothing shipped since Apr 10.
BevMo
Chain gapMilpas Street, Santa Barbara · Chain · Off-premise · Hannah's territory
About 1.6 cases a week · what other BevMo stores sell of this item
Store check on Marine Layer Lager 6-pack; have the Sandcrest rep write the order
Authorized, and nothing shipped since Mar 16.
California Fresh Market #2788
Chain gapGarden Street, Santa Barbara · Chain · Off-premise · Hannah's territory
About 1.3 cases a week · what other California Fresh Market stores sell of this item
Store check on Tideline Pale Ale 6-pack; have the Sandcrest rep write the order
Authorized, and nothing shipped since Mar 22.
Where to hunt · 25 open
Skiff Kitchen
Coast Village Road, Santa Barbara · Independent · On-premise · Hannah's territory
About 5.3 cases a week · what similar accounts sell of it
Pitch Tideline Pale Ale on draft
Hasn't carried it. 15 of 23 on-premise accounts of a similar size in Santa Barbara do, at about 5.3 cases a week.
Weekly buys, last 26 weeks · bought in 25 · 161 cases
Feb 16week of Aug 10
Mooring Smokehouse
Haley Street, Santa Barbara · Independent · On-premise · Hannah's territory
About 5.3 cases a week · what similar accounts sell of it
Pitch Tideline Pale Ale on draft
Hasn't carried it. 15 of 23 on-premise accounts of a similar size in Santa Barbara do, at about 5.3 cases a week.
Weekly buys, last 26 weeks · bought in 25 · 207 cases
Feb 16week of Aug 10
Plover Grill
State Street, Santa Barbara · Independent · On-premise · Hannah's territory
About 5.3 cases a week · what similar accounts sell of it
Pitch Tideline Pale Ale on draft
Hasn't carried it. 15 of 23 on-premise accounts of a similar size in Santa Barbara do, at about 5.3 cases a week.
Weekly buys, last 26 weeks · bought in 24 · 297 cases
Feb 16week of Aug 10
Shorebird Fish House
Garden Street, Santa Barbara · Independent · On-premise · Hannah's territory
About 5.3 cases a week · what similar accounts sell of it
Pitch Tideline Pale Ale on draft
Hasn't carried it. 15 of 23 on-premise accounts of a similar size in Santa Barbara do, at about 5.3 cases a week.
Weekly buys, last 26 weeks · bought in 26 · 363 cases
Feb 16week of Aug 10
Limpet Smokehouse
Garden Street, Santa Barbara · Independent · On-premise · Hannah's territory
About 5.3 cases a week · what similar accounts sell of it
Pitch Tideline Pale Ale on draft
Hasn't carried it. 15 of 23 on-premise accounts of a similar size in Santa Barbara do, at about 5.3 cases a week.
Weekly buys, last 26 weeks · bought in 26 · 202 cases
Feb 16week of Aug 10
Curlew Smokehouse
Milpas Street, Santa Barbara · Independent · On-premise · Hannah's territory
About 5.3 cases a week · the gap to what similar accounts sell
Ask what's holding Marine Layer Lager on draft back here
Sells about 1.6 cases a week here. On-premise accounts of a similar size in Santa Barbara sell about 6.9.
Weekly buys, last 26 weeks · bought in 26 · 364 cases
Feb 16week of Aug 10
Skiff Kitchen
Coast Village Road, Santa Barbara · Independent · On-premise · Hannah's territory
About 4.2 cases a week · the gap to what similar accounts sell
Ask what's holding Marine Layer Lager on draft back here
Sells about 2.6 cases a week here. On-premise accounts of a similar size in Santa Barbara sell about 6.9.
Weekly buys, last 26 weeks · bought in 25 · 161 cases
Feb 16week of Aug 10
Eelgrass Cantina
Cabrillo Boulevard, Santa Barbara · Independent · On-premise · Hannah's territory
About 3.7 cases a week · the gap to what similar accounts sell
Ask what's holding Marine Layer Lager on draft back here
Sells about 3.2 cases a week here. On-premise accounts of a similar size in Santa Barbara sell about 6.9.
Weekly buys, last 26 weeks · bought in 13 · 176 cases
Feb 16week of Aug 10
Grebe Social
State Street, Santa Barbara · Independent · On-premise · Hannah's territory
About 3.2 cases a week · what similar accounts sell of it
Pitch Tideline Pale Ale on draft
Hasn't carried it. 17 of 24 on-premise accounts of a similar size in Santa Barbara do, at about 3.2 cases a week.
Weekly buys, last 26 weeks · bought in 16 · 110 cases
Feb 16week of Aug 10
Halibut Pizza Company
Haley Street, Santa Barbara · Independent · On-premise · Hannah's territory
About 3.2 cases a week · what similar accounts sell of it
Pitch Tideline Pale Ale on draft
Hasn't carried it. 17 of 24 on-premise accounts of a similar size in Santa Barbara do, at about 3.2 cases a week.
Weekly buys, last 26 weeks · bought in 12 · 83 cases
Feb 16week of Aug 10
Saltmarsh Taproom
Cabrillo Boulevard, Santa Barbara · Independent · On-premise · Hannah's territory
About 3.1 cases a week · the gap to what similar accounts sell
Ask what's holding Tideline Pale Ale on draft back here
Sells about 0.1 cases a week here. On-premise accounts of a similar size in Santa Barbara sell about 3.2.
Weekly buys, last 26 weeks · bought in 26 · 150 cases
Feb 16week of Aug 10
Ocean Air Fine Foods
Garden Street, Santa Barbara · Independent · Off-premise · Hannah's territory
About 2.7 cases a week · what similar accounts sell of it
Pitch Breaker IPA 6-pack
Hasn't carried it. 14 of 15 off-premise accounts of a similar size in Santa Barbara do, at about 2.7 cases a week.
Weekly buys, last 26 weeks · bought in 24 · 464 cases
Feb 16week of Aug 10
Breakwater Kitchen
Upper State Street, Santa Barbara · Independent · On-premise · Hannah's territory
About 2.6 cases a week · what a placement sells at similar accounts
Open the account. Most similar accounts carry Tideline Pale Ale on draft
In the CRM, with no order on record. Last logged visit Jul 19.
Fairlead Fish House
Coast Village Road, Santa Barbara · Independent · On-premise · Hannah's territory
About 2.6 cases a week · what a placement sells at similar accounts
Open the account. Most similar accounts carry Tideline Pale Ale on draft
In the CRM, with no order on record. No visit logged yet.
Dunlin Fish House
State Street, Santa Barbara · Independent · On-premise · Hannah's territory
About 2.6 cases a week · the gap to accounts that pour it on draft
Pitch a handle for Marine Layer Lager
Buys package only, about 1.1 cases a week. On-premise accounts in Santa Barbara that pour it on draft sell about 3.7.
Weekly buys, last 26 weeks · bought in 12 · 28 cases
Feb 16week of Aug 10
Sycamore Liquor
Anacapa Street, Santa Barbara · Independent · Off-premise · Hannah's territory
About 2.4 cases a week · what similar accounts sell of it
Pitch Swell Season IPA 6-pack
Hasn't carried it. 10 of 15 off-premise accounts of a similar size in Santa Barbara do, at about 2.4 cases a week.
Weekly buys, last 26 weeks · bought in 11 · 152 cases
Feb 16week of Aug 10
Highland Beverage
Coast Village Road, Santa Barbara · Independent · Off-premise · Hannah's territory
About 2.4 cases a week · what similar accounts sell of it
Pitch Swell Season IPA 6-pack
Hasn't carried it. 10 of 15 off-premise accounts of a similar size in Santa Barbara do, at about 2.4 cases a week.
Weekly buys, last 26 weeks · bought in 26 · 724 cases
Feb 16week of Aug 10
Cypress Liquor
Anacapa Street, Santa Barbara · Independent · Off-premise · Hannah's territory
About 2.3 cases a week · what similar accounts sell of it
Pitch Tideline Pale Ale 6-pack
Hasn't carried it. 14 of 15 off-premise accounts of a similar size in Santa Barbara do, at about 2.3 cases a week.
Weekly buys, last 26 weeks · bought in 25 · 140 cases
Feb 16week of Aug 10
Sage General Store
Garden Street, Santa Barbara · Independent · Off-premise · Hannah's territory
About 2 cases a week · what similar accounts sell of it
Pitch Marine Layer Lager 6-pack
Hasn't carried it. 14 of 15 off-premise accounts of a similar size in Santa Barbara do, at about 2 cases a week.
Weekly buys, last 26 weeks · bought in 9 · 163 cases
Feb 16week of Aug 10
Sage General Store
Garden Street, Santa Barbara · Independent · Off-premise · Hannah's territory
About 2 cases a week · the gap to what similar accounts sell
Ask what's holding Swell Season IPA 6-pack back here
Sells about 0.6 cases a week here. Off-premise accounts of a similar size in Santa Barbara sell about 2.6.
Weekly buys, last 26 weeks · bought in 9 · 163 cases
Feb 16week of Aug 10
Sprouts #3367
Milpas Street, Santa Barbara · Chain · Off-premise · Hannah's territory
About 1.8 cases a week · what other Sprouts stores sell of this item
Store check on Tideline Pale Ale 6-pack; have the Sandcrest rep write the first order
Authorized, and no shipment on record. Other Sprouts stores sell about 1.8 cases a week of it.
Weekly buys, last 26 weeks · bought in 21 · 62 cases
Feb 16week of Aug 10
Limpet Smokehouse
Garden Street, Santa Barbara · Independent · On-premise · Hannah's territory
About 1.6 cases a week · what the weeks off would have sold
Ask what would keep Kelp Forest Hazy on
The handle has come off two times in six months, about 13 weeks in all. It sells about 3.8 cases a week when it's on.
Weekly buys, last 26 weeks · bought in 26 · 202 cases
Feb 16week of Aug 10
Vons #3593
Upper State Street, Santa Barbara · Chain · Off-premise · Hannah's territory
About 1.2 cases a week · what other Vons stores sell of this item
Store check on Marine Layer Lager 6-pack; have the Sandcrest rep write the first order
Authorized, and no shipment on record. Other Vons stores sell about 1.2 cases a week of it.
Weekly buys, last 26 weeks · bought in 24 · 67 cases
Feb 16week of Aug 10
Buckwheat Grocery
Upper State Street, Santa Barbara · Independent · Off-premise · Hannah's territory
About 1.1 cases a week · what a placement sells at similar accounts
Open the account. Most similar accounts carry Breaker IPA 6-pack
In the CRM, with no order on record. No visit logged yet.
Sandcastle Cantina
Coast Village Road, Santa Barbara · Independent · On-premise · Hannah's territory
Under 1 case a week · what the weeks off would have sold
Ask what would keep Breaker IPA on
The handle has come off two times in six months, about 8 weeks in all. It sells about 2 cases a week when it's on.
Weekly buys, last 26 weeks · bought in 26 · 255 cases
Feb 16week of Aug 10
Worth protecting · 2 open
Ocean Air Fine Foods
Garden Street, Santa Barbara · Independent · Off-premise · Hannah's territory
About 23 cases a week · what they buy now (not lost, worth protecting)
Put a visit on the calendar
Still buying; last logged visit Apr 9.
Weekly buys, last 26 weeks · bought in 24 · 464 cases
Feb 16week of Aug 10
Topsail Smokehouse
Upper State Street, Santa Barbara · Independent · On-premise · Hannah's territory
About 9.8 cases a week · what they buy now (not lost, worth protecting)
Put a visit on the calendar
Still buying; last logged visit Apr 29.
Weekly buys, last 26 weeks · bought in 13 · 205 cases
Feb 16week of Aug 10
Also this week: Win back · Where to hunt · Worth protecting · Follow up · Initiatives · Patterns · Where the work is · Are the lists enough · Goals in detail · Last week · By team and distributor · Notes
Sales through Aug 16, from distributor depletions. Chain authorization files as of Aug 14. Coastline means every account, all three distributors. Cases are case equivalents (24 twelve-ounce); a half-barrel keg is about 6.9.
Sample data: Coastline Craft Co. is a sample brewery, and every account, person and number here is made up. The voice is off-the-shelf text-to-speech. Check-offs and notes stay in this browser, the same in all three views.