ACCOUNT ANALYSIS _ Approach Template

ACCOUNT ANALYSIS ACCOUNT___________________________________________________ ADDRESS___________________________________________________ __________________________________________________________ BUYER_____________________________________________________ OTHER CONTACTS__________________________________________________ CALLING DAYS AND TIMES____________________________________ ANNUAL VOLUME__________EMPLOYS__________CREDIT LIMIT______D&B____ HISTORICAL PURCHASES 19___/$_______ 19___/$_______ 19___/$____ 19___/$_____ 19___/$_______ 19___/$_______ 19___/$____ COMPETITOR PROFILE AND PRESENCE IN ACCOUNT INVENTORY:_____ __________________________________________________________ PROBLEMS AND OPPORTUNITIES:_______________________________ __________________________________________________________ STRATEGIC APPROACH:_______________________________________ __________________________________________________________