Trade account tiering to planned rep visits and recovered accounts
We take off your hands: ranking trade accounts into tiers, planning each rep's visits, briefing them before each visit and chasing accounts that buy less.
You get: account tiers and a visit plan for your sales director to approve, a one-page brief for each visit, and a list of accounts buying less or not at all.
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The problem
Our reps visit the friendly customers, while the big accounts drift off to the competition unnoticed.
How the steps join up
It starts when: the monthly sales plan for your field reps is due.
Rank clients into key, grow, maintain and stop tiers
Your team checks and decides at this step.
Plan each sales rep's visits from account value and location
Show sales reps which contractor accounts are buying less
Follow up new trade accounts that open but never start buying
Prepare sales reps for each contractor visit with a one-page account brief
Log every action promised to a key client and chase it until done
Review hire desk and sales desk call recordings to coach staff and catch missed orders
Your team checks and decides at this step.
What you end up with: Accounts are tiered, reps' visits follow value and buying signals, every visit starts with a brief, accounts buying less and new accounts that never buy are chased, and promises made in meetings are tracked to done.
Who signs it off: Your sales director approves the account tiers and the visit plan.
What it needs to work
- Sales history by account and product
- CRM in use by reps
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?