[Insert the name of the company here.

]
[Insert the company’s street address here.]
[Insert the company’s city, state, and ZIP code here.]
[Insert the company’s contact and fax number here.]

Account Analysis Form

Account: [Insert the person’s of the account here.]

Address: [Insert the person’s complete address here.]

Buyer: [Insert the name of the buyer here.]

Other Information

Contact Number: [Insert the person’s contact number here.]

Calling Days and Time: [Indicate the person’s available contact days and time here.]

Annual Volume: [Indicate the person’s account volume here.]

Employs: [Indicate the person’s employs here.]

Credit Limit: [Indicate the person’s credit limit here.]

D&B: [Indicate the person’s D&B here.]

Historical Purchases: [Enumerate the person’s historical purchases here.]

The competitor’s presence

and profile within the account [Describe the competitor’s presence and profile here.]
inventory:

Problems and Opportunities: [Specify the problems and opportunities presented here.]

[Specify the strategic approach required for the problem

Strategic Approach: presented here.]