Company Name:
Completed by:
Title:
Address:
Phone:
Fax:
Email:

Please mail a pre-printed line list and complete the following listing of manufactures and products that you sell.

2. COMPANY INFORMATION:

A. History

1. Are you a corporation, a partnership, or a sole proprietorship?

2. How long have you been in business? (Years)

3. Please furnish a brief company history, resume or brochure.

B. Personnel

1. How many people are employed by your company?

2. How many are outside salespersons?

3. How many are inside salespersons?

4. Will you provide resumes of your salespersons? Yes No

5. How many outside sales people and inside sales people would work with our products?

C. Territory Covered and Market Served

1. What geographic area do you cover?

2. Can you supply a map describing the area for each salesperson covered by your company? Yes No

3. What do you consider to be your primary and secondary markets?

D. Office Facilities

1. How many sales office locations do you have, and where are they located?

 

E. Warehousing

1. Do you have a warehouse? Yes No

2. What size is it?  (square feet)

3. What products do you presently stock for resale?

4. What is the approximate dollar value of current inventory?

F. Management

1. Who is actively engaged in the management of your company?

2. What are their backgrounds?

3. Is the management active in sales?  Yes   No

3. TERRITORIAL COVERAGE

A. What industries do you contact?

B. Who are your major accounts?

C. Are your salespersons assigned by account, by geographical area or by product line?  

D. Can you provide us with references from some of your key accounts? Yes No

4. MARKETING SERVICES

A. Quotations

1. Do you write quotations? Yes No

2. Do you make proposals? Yes No

B. Sales Forecasts

1. Do you develop and distribute sales forecasts? Yes No

a. How often?   (per year)

2. Are they initiated by you or by the manufacturer?

C. Sales Performance

1. How do you monitor sales performance? 

2. Will you advise the manufacturer of individual sales performance if requested?
Yes No

3. Do you send monthly sales activity and/or booking reports to the manufacturer?
Yes No

5. SALES PROMOTION

A. Direct Mail

1. Do you have a direct mail program? Yes No
If yes please describe.

2. How many people are on your mailing list? 

3. Are they sorted by product interest? Yes No

4. Do you have your own company mailer? Yes No

B. Professional Associations

1. Which industry associations do your employees or your firm belong to?

2. Do you routinely attend National Trade Shows? Yes No  
Which ones?

3. Which Regional Trade Association Shows do you routinely participate in?

C. Catalogs

1. Do you have your own catalog? Yes No

2. What other means do you use for sales promotion?

D. Electronic Marketing

1. Do you have your own Web-site?  Yes No  

What is the address?

A. What is your policy regarding visits to your territory by factory personnel?

 

A. How do you compensate your salespersons?

B. Do you have incentive programs - please describe?

C. Do you have profit sharing - please describe?

D. Do you have a pension plan - please describe?

E. Do you use employment contracts - please describe?

F. Do you pay sales persons’ expenses - please describe?

G. Do you have insurance programs for your employees - please describe?

H. What other benefits does your company provide - please describe?

A. Manufacturer Sponsored Seminars

1. Will you send your salespersons to factory seminars? Yes No  

2. Would you send your salespersons to regional seminars? Yes No

B. Representative sponsored Seminars

1. Do you conduct your own seminars?  Yes No

2. Do you have your own sales performance seminars?  Yes No

3. Do you subscribe to any sales consultant or improvement programs?
Yes No

C. Improvement Programs

1. Do you permit employees to further their education at company expense?
Yes No

2. What types of training do you provide to keep abreast of new areas of technological progress?

9. SERVICE

A. Do you have service and/or calibration facilities? Yes No

B. Will you service equipment from other territories? Yes No

C. Do your salespersons perform minor service or customer education? Yes No

A. Name of Banks

B. Name of Principals/Owners

Please provide any additional information that you feel we be interested in knowing about your firm.