Covid - Account Check In Internal Doc to fill out when calling accounts to see how they're doing. CS Rep Name*Date:*Acct Number:*Account Business Name:*Name of Person you spoke with:*Their position, if known:Points of coversation This is XXXXX, we're gearing up for some spring business and wanted to call and check in! How are ya'll doing? Is there anything we can help you with? Do you need any catalogs, price lists, brochures, banners, etc? Their responses:Items to follow up on:Need to send to them:Make sure to note if it needs to go now (our freight, happily) or with their next orders, after you check if they have any. Δ
