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Nina's team · week of August 10 · sample data
Worth protecting
Still buying, and nobody has logged a visit in two months. Nothing is wrong in the sales; this is about the relationship.
0 of 15 checkedAccount
Premise
Rep
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
Nautilus Fish House
Maricopa Highway, Ojai · Independent · On-premise · Devin's territory
About 18 cases a week · what they buy now (not lost, worth protecting)
Put a visit on the calendar
Still buying; last logged visit Jun 1.
Weekly buys, last 26 weeks · bought in 24 · 380 cases
Feb 16week of Aug 10
Bight Taproom
Hollister 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
Ojai 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
Mudflat Smokehouse
Moorpark Road, Thousand Oaks · Independent · On-premise · Devin's territory
About 11 cases a week · what they buy now (not lost, worth protecting)
Put a visit on the calendar
Still buying; last logged visit May 8.
Weekly buys, last 26 weeks · bought in 23 · 193 cases
Feb 16week of Aug 10
Whole Foods
Channel Islands Boulevard, Oxnard · Chain · Off-premise · Devin's territory
About 10 cases a week · what they buy now (not lost, worth protecting)
Put a visit on the calendar
Still buying; last logged visit May 25.
Weekly buys, last 26 weeks · bought in 23 · 232 cases
Feb 16week of Aug 10
Starboard Smokehouse
Mission Drive, Solvang · Independent · On-premise · Hannah's territory
About 10 cases a week · what they buy now (not lost, worth protecting)
Put a visit on the calendar
Still buying; last logged visit Apr 24.
Weekly buys, last 26 weeks · bought in 24 · 210 cases
Feb 16week of Aug 10
Oystercatcher Bistro
Central Avenue, Lompoc · Independent · On-premise · Hannah's territory
About 10 cases a week · what they buy now (not lost, worth protecting)
Put a visit on the calendar
Still buying; last logged visit May 21.
Weekly buys, last 26 weeks · bought in 25 · 227 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
Brinehouse Beer Garden
Arneill Road, Camarillo · Independent · On-premise · Devin'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 Jun 10.
Weekly buys, last 26 weeks · bought in 26 · 202 cases
Feb 16week of Aug 10
Mudflat Tavern
Broad Street, San Luis Obispo · Independent · On-premise · Luis's territory
About 7.8 cases a week · what they buy now (not lost, worth protecting)
Put a visit on the calendar
Still buying; last logged visit May 19.
Weekly buys, last 26 weeks · bought in 13 · 165 cases
Feb 16week of Aug 10
Village Provisions
Niblick Road, Paso Robles · Independent · Off-premise · Luis's territory
About 7.2 cases a week · what they buy now (not lost, worth protecting)
Put a visit on the calendar
Still buying; last logged visit Feb 17.
Weekly buys, last 26 weeks · bought in 12 · 138 cases
Feb 16week of Aug 10
Rincon Liquor
Park Street, Paso Robles · Independent · Off-premise · Luis's territory
About 6.8 cases a week · what they buy now (not lost, worth protecting)
Put a visit on the calendar
Still buying; last logged visit Apr 3.
Weekly buys, last 26 weeks · bought in 26 · 150 cases
Feb 16week of Aug 10
Plover Bistro
Monterey Street, San Luis Obispo · Independent · On-premise · Luis's territory
About 6.6 cases a week · what they buy now (not lost, worth protecting)
Put a visit on the calendar
Still buying; last logged visit Apr 2.
Weekly buys, last 26 weeks · bought in 22 · 126 cases
Feb 16week of Aug 10
Vons
Traffic Way, Atascadero · Chain · Off-premise · Luis's territory
About 6.5 cases a week · what they buy now (not lost, worth protecting)
Put a visit on the calendar
Still buying; last logged visit May 26.
Weekly buys, last 26 weeks · bought in 23 · 141 cases
Feb 16week of Aug 10
Also this week: Win back · Where to hunt · Follow up · 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.