Categories: Business Letters

Commercial Account Analysis Form

ACCOUNT ANALYSIS

 

ACCOUNT___________________________________________________

ADDRESS___________________________________________________

__________________________________________________________

BUYER_____________________________________________________

OTHER

CONTACTS__________________________________________________

CALLING DAYS AND TIMES____________________________________

ANNUALVOLUME__________EMPLOYS__________CREDIT LIMIT______D&B____ HISTORICAL PURCHASES 20___/$_______ 20___/$_______ 20___/$____

20___/$_____ 20___/$_______ 20___/$_______ 20___/$____

COMPETITOR PROFILE AND PRESENCE IN ACCOUNT INVENTORY:_____

__________________________________________________________

 

PROBLEMS AND OPPORTUNITIES:_______________________________

__________________________________________________________

STRATEGIC APPROACH:_______________________________________

__________________________________________________________

 Commercial Account Analysis Form

emily

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