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4/15/2011

Commercial Account Analysis Form

ACCOUNT ANALYSIS
ACCOUNT___________________________________________________

ADDRESS___________________________________________________

__________________________________________________________

BUYER_____________________________________________________

OTHER

CONTACTS__________________________________________________

CALLING DAYS AND TIMES____________________________________

ANNUAL

VOLUME__________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:_______________________________________

__________________________________________________________

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