SALES ONBOARDING-Reference Guide

ACCOUNT DEVELOPMENT SURVEY

KEY CONTACTS

NAME

NAME

NAME

PHONE

PHONE

PHONE

POSITION

POSITION

POSITION ACCOUNTS PAYABLE

EMAIL

EMAIL

EMAIL

BUSINESS PREFERENCES DAY OF WEEK:

COMM TYPE

APPT PREFERENCE

ACCOUNT PROFILE SERVICE:

BREAKFAST LUNCH

DINNER

LATE NIGHT

PPA:

$10

$20

$30

$40

$50

STYLE:

CASUAL

CRAFT

FAST-CASUAL UPSCALE

UNIT:

FRANCHISE

INDEPENDENT MULTI-UNIT

NAT’L CHAIN

CLIENTELE

CITY

COLLEGE

FAMILY

LOCALS

MIXED

PROFESSIONAL

RURAL

SINGLES

RETIRED

SUBURBAN TOURISTS

TRENDY

URBAN

WINE LIST

NUMBER OF BTG - WHITES AND ROSES _______ NUMBER OF BTG - REDS _______ AUSTRALIA AUSTRIA

CALIFORNIA CAVA CHAMPAGNE CHILE ARGENTINA FRANCE GERMANY

ITALY

NEW ZEALAND PROSECCO SPAIN SPARKLING OTHER __________________

BAR PROGRAM

NUMBER OF COCTAILS________ PRIMARY BROWN SPIRITS PRIMARYWHITE SPIRITS AMARI BOURBON BRANDY GIN GRAPPA IRISHWHISKEY

JAPANESE WHISKY LIQUEURS

MEZCAL RHUM / CAÇHACA RUM SCOTCHWHISKY TEQUILA

VERMOUTH

VODKA

RYE

CUISINE

AFRICAN ICAN AMERICAN ASIAN BAKERY BBQ BISTRO BRASSERIE

AMERICAN ASIAN BAKERY BBQ

BISTRO BRASSERIE BURGERS CAFE

BURG S CAFE CAFETERIA/DELI

EUROPEAN FARM-TO-FORK

ITALIAN JAPANESE

MIDDLE EAST NORTHWEST OSTERIA PACIFIC ISLAND PAN-ASIAN PASTRY PIZZA

PUB RISTORANTE SEAFOOD SOUTH AMER. SOUTHERN

SUSHI TAPAS TAQUERIA THAI TRATTORIA VIETNAMESE OTHER

CAFETERIA/DELI CALIFORNIA CENTRAL AMERICAN CHINESE CUBAN EUROPEAN FARM-TO-FORK FRENCH FUSION GOURMET HAUTE INDIAN ITALIAN JAPANESE KOREAN KOSHER LATIN MEDITERRANEAN MEXICAN MIDDLE EASTERN NORTHWEST OSTERIA PACIFIC ISLAND PAN-ASIAN PASTRY PIZZA PUB RISTORANTE SEAFOOD SOUTH AMERICAN SOUTHERN SOUTHWEST STEAKHOUSE SUSHI TAPAS TAQUERIA THAI TRATTORIA VIETNAMESE OTHER ____________________ FRENCH FUSION GOURMET KOREAN KOSHER LATIN MEDITERRANEAN MEXICAN SOUTHWEST STEAKHOUSE CALIFORNIA CNTRL AMER. CHINESE CUBAN HAUTE INDIAN

TYPE

ARENA BAR BEER TAVERN CABARET CAFE CASINO CHARITY COCKTAIL BAR COFFEE HOUSE CONCERT HALL MEMBERS ONLY CLUB COUNTER SERVICE CRAFT SPORTS DANCE LIVE MUSIC FESTIVAL FULL SERVICE HOTEL KARAOKE LOUNGE NIGHTCLUB RESTAURANT SPECIAL EVENT STADIUM TEMPORARY LICENSE WINE BAR CASINO CHA ITY MEMBERS ONLY CNTER S VICE C FT TEMP LICENSE W NE BAR

LIVE MUSI FESTIVAL FULL SERVI E HOTEL KARAOKE

LOUNGE NIGHTCLUB RESTAURANT SPECIAL EVENT STADIUM

BAR B ER T VERN CABARET CAFE

COCKTAIL BAR COFFEE HOUSE CONCERT HALL

SPORTS DANCE