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Jordan's team · 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
Chaparral Wine & Spirits
Gone quietFremont Street, Monterey · Independent · Off-premise · Maya's territory
About 9.6 cases a week · what they usually buy
Stop in and find out what changed
Usually orders every 7 days. Nothing in 50 days (last order Jun 27).
Weekly buys, last 26 weeks · bought in 19 · 182 cases
Feb 16week of Aug 10
Abalone Sports Bar
Gone quietDel Monte Avenue, Monterey · Independent · On-premise · Maya's territory
About 5.4 cases a week · what they usually buy
Stop in: did the handle rotate off, or are they out?
Usually orders every 14 days. Nothing in 82 days (last order May 26).
Weekly buys, last 26 weeks · bought in 8 · 87 cases
Feb 16week of Aug 10
Shorebird Smokehouse
No second orderLighthouse Avenue, Monterey · Independent · On-premise · Maya's territory
About 9.2 cases · the size of their first order
Follow up on the first order
First order Jul 5, 42 days ago. No second order yet.
Weekly buys, last 26 weeks · bought in 1 · 9 cases
Feb 16week of Aug 10
Safeway #1252
Chain gapDel Monte Avenue, Monterey · Chain · Off-premise · Maya's territory
About 1.9 cases a week · what other Safeway stores sell of this item
Store check on Marine Layer Lager 6-pack; have the Fogharbor rep write the order
Authorized, and nothing shipped since Mar 19.
Safeway #2878
Chain gapLighthouse Avenue, Monterey · Chain · Off-premise · Maya's territory
About 1.3 cases a week · what other Safeway stores sell of this item
Store check on Tideline Pale Ale 6-pack; have the Fogharbor rep write the order
Authorized, and nothing shipped since Mar 14.
Where to hunt · 18 open
Dorado Beer Garden
Del Monte Avenue, Monterey · Independent · On-premise · Maya's territory
About 4.5 cases a week · what similar accounts sell of it
Pitch Tideline Pale Ale on draft
Hasn't carried it. 16 of 25 on-premise accounts of a similar size in Monterey Bay do, at about 4.5 cases a week.
Weekly buys, last 26 weeks · bought in 12 · 166 cases
Feb 16week of Aug 10
Mooring Grill
Alvarado Street, Monterey · Independent · On-premise · Maya's territory
About 4.5 cases a week · what similar accounts sell of it
Pitch Tideline Pale Ale on draft
Hasn't carried it. 16 of 25 on-premise accounts of a similar size in Monterey Bay do, at about 4.5 cases a week.
Weekly buys, last 26 weeks · bought in 23 · 166 cases
Feb 16week of Aug 10
Whole Foods #1596
Alvarado Street, Monterey · Chain · Off-premise · Maya's territory
About 3.6 cases a week · what other Whole Foods stores sell of this item
Store check on Kelp Forest Hazy 16oz 4-pack; have the Fogharbor rep write the first order
Authorized, and no shipment on record. Other Whole Foods stores sell about 3.6 cases a week of it.
Weekly buys, last 26 weeks · bought in 23 · 110 cases
Feb 16week of Aug 10
Murre Cantina
Alvarado Street, Monterey · Independent · On-premise · Maya's territory
About 3.2 cases 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 12 weeks in all. It sells about 6.8 cases a week when it's on.
Weekly buys, last 26 weeks · bought in 12 · 97 cases
Feb 16week of Aug 10
Cormorant Cantina
Lighthouse Avenue, Monterey · Independent · On-premise · Maya's territory
About 3.1 cases a week · what similar accounts sell of it
Pitch Breaker IPA on draft
Hasn't carried it. 16 of 25 on-premise accounts of a similar size in Monterey Bay do, at about 3.1 cases a week.
Weekly buys, last 26 weeks · bought in 21 · 207 cases
Feb 16week of Aug 10
Wavecrest Bistro
Fremont Street, Monterey · Independent · On-premise · Maya's territory
About 3.1 cases a week · what similar accounts sell of it
Pitch Breaker IPA on draft
Hasn't carried it. 16 of 25 on-premise accounts of a similar size in Monterey Bay do, at about 3.1 cases a week.
Weekly buys, last 26 weeks · bought in 17 · 111 cases
Feb 16week of Aug 10
Parkside Provisions
Del Monte Avenue, Monterey · Independent · Off-premise · Maya's territory
About 2.7 cases a week · what similar accounts sell of it
Pitch Kelp Forest Hazy 16oz 4-pack
Hasn't carried it. 10 of 16 off-premise accounts of a similar size in Monterey Bay do, at about 2.7 cases a week.
Weekly buys, last 26 weeks · bought in 8 · 152 cases
Feb 16week of Aug 10
Whole Foods #1116
Del Monte Avenue, Monterey · Chain · Off-premise · Maya's territory
About 2.2 cases a week · what other Whole Foods stores sell of this item
Store check on Swell Season IPA 6-pack; have the Fogharbor rep write the first order
Authorized, and no shipment on record. Other Whole Foods stores sell about 2.2 cases a week of it.
Weekly buys, last 26 weeks · bought in 22 · 161 cases
Feb 16week of Aug 10
Flotsam Tavern
Lighthouse Avenue, Monterey · Independent · On-premise · Maya's territory
About 2.2 cases a week · the gap to accounts that pour it on draft
Pitch a handle for Tideline Pale Ale
Buys package only, about 0.7 cases a week. On-premise accounts in Monterey Bay that pour it on draft sell about 2.9.
Weekly buys, last 26 weeks · bought in 15 · 15 cases
Feb 16week of Aug 10
Dorado Beer Garden
Del Monte Avenue, Monterey · Independent · On-premise · Maya's territory
About 2.1 cases a week · the gap to what similar accounts sell
Ask what's holding Breaker IPA on draft back here
Sells about 1.2 cases a week here. On-premise accounts of a similar size in Monterey Bay sell about 3.4.
Weekly buys, last 26 weeks · bought in 12 · 166 cases
Feb 16week of Aug 10
Marlinspike Taproom
Fremont Street, Monterey · Independent · On-premise · Maya's territory
About 2.1 cases a week · what a placement sells at similar accounts
Open the account. Most similar accounts carry Breaker IPA on draft
In the CRM, with no order on record. Last logged visit Jul 5.
Godwit Public House
Fremont Street, Monterey · Independent · On-premise · Maya's territory
About 2.1 cases a week · what a placement sells at similar accounts
Open the account. Most similar accounts carry Breaker IPA on draft
In the CRM, with no order on record. No visit logged yet.
Bluff Fine Foods
Fremont Street, Monterey · Independent · Off-premise · Maya's territory
About 1.9 cases a week · the gap to what similar accounts sell
Ask what's holding Marine Layer Lager 6-pack back here
Sells about 0.9 cases a week here. Off-premise accounts of a similar size in Monterey Bay sell about 2.8.
Weekly buys, last 26 weeks · bought in 25 · 239 cases
Feb 16week of Aug 10
Parkside Provisions
Del Monte Avenue, Monterey · Independent · Off-premise · Maya's territory
About 1.7 cases a week · the gap to what similar accounts sell
Ask what's holding Breaker IPA 6-pack back here
Sells about 0.5 cases a week here. Off-premise accounts of a similar size in Monterey Bay sell about 2.1.
Weekly buys, last 26 weeks · bought in 8 · 152 cases
Feb 16week of Aug 10
Ridgeline Beverage
Lighthouse Avenue, Monterey · Independent · Off-premise · Maya's territory
About 1.4 cases a week · the gap to what similar accounts sell
Ask what's holding Tideline Pale Ale 6-pack back here
Sells about 1.1 cases a week here. Off-premise accounts of a similar size in Monterey Bay sell about 2.5.
Weekly buys, last 26 weeks · bought in 22 · 226 cases
Feb 16week of Aug 10
Tidewrack Kitchen
Del Monte Avenue, Monterey · Independent · On-premise · Maya's territory
About 1.4 cases a week · what the weeks off would have sold
Ask what would keep Marine Layer Lager on
The handle has come off two times in six months, about 8 weeks in all. It sells about 5.9 cases a week when it's on.
Weekly buys, last 26 weeks · bought in 17 · 117 cases
Feb 16week of Aug 10
Hilltop Bottle Shop
Alvarado Street, Monterey · Independent · Off-premise · Maya's territory
About 1.3 cases a week · the gap to what similar accounts sell
Ask what's holding Tideline Pale Ale 6-pack back here
Sells about 1.1 cases a week here. Off-premise accounts of a similar size in Monterey Bay sell about 2.5.
Weekly buys, last 26 weeks · bought in 26 · 260 cases
Feb 16week of Aug 10
Anemone Social
Lighthouse Avenue, Monterey · Independent · On-premise · Maya's territory
Under 1 case a week · the gap to accounts that pour it on draft
Pitch a handle for Marine Layer Lager
Buys package only, about 2.5 cases a week. On-premise accounts in Monterey Bay that pour it on draft sell about 3.2.
Weekly buys, last 26 weeks · bought in 13 · 60 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 rep · Notes
Sales through Aug 16, from distributor depletions. Chain authorization files as of Aug 14. North & Valley means the accounts of Maya and Cody. 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.