• Select 6 WOW items, so Ruthie can run on the six head.
• Select seasonal WOW products
  1. winter, spring, summer and fall (4 sized items: i.e. polo, jacket...)
  2. 2 non-sized items (beanie, blanket, bag).
• Select new 2020 items that pertain to the customer's tastes and industry.

1. Current customers that spent $1,500 in the last year.
2. Construction niche.
3. Location of customer: The outside sales rep will be delivering the samples, so they need to be in a 10-15 mile radius of the factory. 

1. Warm customers  (Last ordered 1-2 years ago) that spent $1,500 in their last year.
2. Construction niche
3. Location of customer: The outside sales rep will be delivering the samples, so they need to be in a 10-15 mile radius of the factory. 

1. Most difficult customer. Many have new buyers or the company is out of business. 
2. Sales rep must do their homework and try to revive these customers. 
3. They haven't purchased in 3 or more years.

• CSR to call customer for their size. 
• Note the person's full name and size in Shopworks customer section: NOTES on Customer
  • Customer's TAB, Notes

• Confirm their logo and thread colors we will be using on the WOW.
  • We will digitize their logo for free if they don't have an embroidered logo on file.
• Confirm contact info: email, address, phone. Update Shopworks with correct info.
• Get the DRIVING ADDRESS so rep can drop off.
• Verify the other contacts are still good. If not, delete from Shopworks.

• Enter as a WOW Embroidery 
• PO Number: Seasonal
• Terms: NO Charge
  
• 
  

  Use Vendor 2425 (44 Sanmar) on line items

  
  

Reminders:

1.  Shipping: Select Sales Rep Delivery:  Make sure you have the correct DRIVING address for the sales rep.  No PO boxes.
2. Artwork: Select the correct artwork and verify thread colors. If you are unsure, please ASK Ruthie. Don't guess the logo, always confirm. 

• Get new artwork from customer
• verify thread colors with customer.
• Assign new design number in shopworks
• Use the digitizing form and send the logo to Ruthie for digitizing.
• Once completed, send logo to customer for approval.

• Fill out the purchasing form.
• Note this is a 44 account order. 

• Receive 
• Embroider
• Finished Order placed on 44 shelf

• CSR will check the 44 shelf for new product. 
• The product will be labeled by the customer name. The product that is next for delivery will be on the top of the stack. 

• Schedules an appointment for the sales rep to drop off the seasonal WOW 

• Sales rep meets customer.
• Builds relationship
• WOW's him with the gift

• Sales rep records under customer Activity their sales call. What they talked about and the next action stop.

• The CSR will watch the WOW shelf to see what item will be delivered next 
• Schedule the sales rep an appointment 3 months after last WOW delivery.

• The outside sales rep is expected to make 120 in person sales calls per quarter (every 3 months)

Break down

• Visit 2 accounts per day (10 per week)
• 40 visits per month
• 120 visits per quarter. 

How to reach : 1 million dollars per year