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Nina's team · week of August 10 · sample data
Follow up
These were on last week's list and weren't checked off. They're still on this week's.
0 of 16 checkedAccount
Premise
Rep
Fathom Tavern
Gone quietHollister Avenue, Goleta · Independent · On-premise · Hannah's territory
About 12 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 40 days (last order Jul 7).
Weekly buys, last 26 weeks · bought in 21 · 262 cases
Feb 16week of Aug 10
Sunset Provisions
Gone quietGrand Avenue, Arroyo Grande · Independent · Off-premise · Luis's territory
About 12 cases a week · what they usually buy
Stop in and find out what changed
Usually orders every 7 days. Nothing in 77 days (last order May 31).
Weekly buys, last 26 weeks · bought in 15 · 182 cases
Feb 16week of Aug 10
Old Pier Provisions
Gone quietAvenue of Flags, Buellton · Independent · Off-premise · Hannah's territory
About 11 cases a week · what they usually buy
Stop in and find out what changed
Usually orders every 7 days. Nothing in 52 days (last order Jun 25).
Weekly buys, last 26 weeks · bought in 18 · 208 cases
Feb 16week of Aug 10
Mesa Verde Food Mart
Gone quietVentura Boulevard, Camarillo · Independent · Off-premise · Devin's territory
About 9.2 cases a week · what they usually buy
Stop in and find out what changed
Usually orders every 7 days. Nothing in 39 days (last order Jul 8).
Weekly buys, last 26 weeks · bought in 19 · 194 cases
Feb 16week of Aug 10
Cormorant Beer Garden
Gone quietFairview Avenue, Goleta · Independent · On-premise · Hannah's territory
About 7.1 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 57 days (last order Jun 20).
Weekly buys, last 26 weeks · bought in 18 · 129 cases
Feb 16week of Aug 10
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
Quail Run General Store
Gone quietSpring Street, Paso Robles · Independent · Off-premise · Luis's territory
About 5.5 cases a week · what they usually buy
Stop in and find out what changed
Usually orders every 14 days. Nothing in 83 days (last order May 25).
Weekly buys, last 26 weeks · bought in 8 · 86 cases
Feb 16week of Aug 10
Willet Pizza Company
No second orderMoorpark Road, Thousand Oaks · Independent · On-premise · Devin's territory
About 18 cases · the size of their first order
Follow up on the first order
First order Jun 6, 71 days ago. No second order yet.
Weekly buys, last 26 weeks · bought in 1 · 18 cases
Feb 16week of Aug 10
Quail Run General Store
No second orderTelegraph Road, Ventura · Independent · Off-premise · Devin's territory
About 16 cases · the size of their first order
Follow up on the first order
First order Jul 10, 37 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.
Sprouts #1466
Chain gapChannel Islands Boulevard, Oxnard · Chain · Off-premise · Devin'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 order
Authorized, and nothing shipped since Mar 24.
Albertsons #1687
Chain gapArneill Road, Camarillo · Chain · Off-premise · Devin's territory
About 1.7 cases a week · what other Albertsons 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 Apr 16.
Ocean Air Fine Foods
No second orderSaviers Road, Oxnard · Independent · Off-premise · Devin's territory
About 5 cases · the size of their first order
Follow up on the first order
First order Jul 8, 39 days ago. No second order yet.
Weekly buys, last 26 weeks · bought in 1 · 5 cases
Feb 16week of Aug 10
Ocean Air Fine Foods
No recent visitGarden 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
Bight Taproom
No recent visitHollister Avenue, Goleta · Independent · On-premise · Hannah's territory
About 17 cases a week · what they buy now (not lost, worth protecting)
Put a visit on the calendar
Still buying; last logged visit May 27.
Weekly buys, last 26 weeks · bought in 25 · 384 cases
Feb 16week of Aug 10
Twin Palms Fine Foods
No recent visitOjai Avenue, Ojai · Independent · Off-premise · Devin's territory
About 17 cases a week · what they buy now (not lost, worth protecting)
Put a visit on the calendar
Still buying; last logged visit Apr 15.
Weekly buys, last 26 weeks · bought in 26 · 384 cases
Feb 16week of Aug 10
Also this week: Win back · Where to hunt · Worth protecting · Plan a day · 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. Central Coast means the accounts of Hannah, Luis and Devin. 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.