Worksheet: One line per planned call

A call without a purpose is a social visit. This sheet asks each rep for one line per call before the week, and a next step after it. It builds the Competent step of the check:

Every planned call has a stated objective and what to bring, and a next step with a date is recorded after it.

A call here is a visit or a phone or video call.

Step 1. The weekly plan, one line per call

Write the first four columns before the week starts. Fill the last two straight after each call.

Day	Customer	Objective for this call	What to bring	Next step agreed	Date of next step
e.g. Tue	Plumbing wholesaler, north	Agree a trial of the new valve range	Samples, trade price list, margin sheet	Trial order at three branches	14 March

Step 2. The manager's Friday read

Rep	Calls planned	With an objective	With a dated next step	One comment back to the rep

Step 3. Carry the next steps forward

Start each week's plan from last week's next steps. Keep going until those next steps fill most of the following week.

Done when: every planned call for a month has an objective and what to bring, and each has a dated next step recorded.

Written for this check.