Step 2 · 11:00 AM, Bluebonnet Brasserie
What they buy, and what ran out
The rep opens the account standing in the door. Last order, cadence, and the count from the previous visit — Coal Creek was out at the count on Aug 20. The ask writes itself, and the note from the last call came from the record, not memory.
What made this possible
→Field counts from the last visit, not a guess at what’s on tap
→Account health computed from cadence and days since the last order
→Every note and visit attached to the account, visible to everyone
11:00
‹ Route · Tue
SPARGE
Bluebonnet
Brasserie
On-premise OVERDUE 5D
Last order
Sep 3
$1,954
Cadence
7d
83 orders
YTD
$23.7K
+27%
Last count · Aug 20
Northgate Lager · 50L keg 1
Coal Creek · 50L keg OUT
Kilnwork · 50L keg 2
Hazel · 50L keg 3
Harvest Moon · 50L keg OUT
GM out — left the price sheet with the bar lead. That came from the call on Aug 20, not someone’s memory.
Sample data for a fictional brewery. In a walkthrough we run the same five steps against one
month of your own invoices.
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