View the list of Sample Business Letters

Commercial Account Analysis Form

Disclaimer: Be aware that some of these sample letters have legal, financial, or other implications. If you are not sure about the use of any letter, consult with an appropriate professional first.

Commercial Account Analysis Form


ACCOUNT ANALYSIS

ACCOUNT___________________________________________________
ADDRESS___________________________________________________
__________________________________________________________
BUYER_____________________________________________________
OTHER
CONTACTS__________________________________________________
CALLING DAYS AND TIMES____________________________________
ANNUAL
VOLUME__________EMPLOYS__________CREDIT LIMIT______D&B____
HISTORICAL
PURCHASES 19___/$_______ 19___/$_______ 19___/$____
19___/$_____ 19___/$_______ 19___/$_______ 19___/$____
COMPETITOR PROFILE AND PRESENCE IN ACCOUNT INVENTORY:_____
__________________________________________________________

PROBLEMS AND OPPORTUNITIES:_______________________________
__________________________________________________________
STRATEGIC APPROACH:_______________________________________
__________________________________________________________



   


 

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