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Account Name Account Address: Attending: Day of Visit Start Time End Time Winery Staff Existing Account X (include City & State) Name Position T, W, The
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How to fill out on- premise market visit

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How to fill out on-premise market visit:

01
Begin by conducting thorough research on the targeted market segment. This research should include identifying key competitors, analyzing consumer preferences and behaviors, and uncovering any potential market trends.
02
Create a detailed itinerary for the on-premise market visit. This itinerary should outline the specific locations to be visited, the objectives for each visit, and the desired outcomes from each interaction.
03
Prioritize the list of on-premise locations to visit based on their relevance and potential impact on the business. Consider factors such as proximity to target consumers, reputation, and market share.
04
Develop a checklist of information to collect at each on-premise location. This may include pricing details, product placement and visibility, competitor activities, and consumer feedback.
05
Prepare appropriate sales and marketing materials to support the market visit. This could include product samples, brochures, and promotional materials that effectively communicate the unique selling points of the business.
06
During the on-premise visit, engage with key stakeholders such as store owners, managers, and staff members. Ask open-ended questions to gather insights and feedback about consumer preferences, market challenges, and potential business opportunities.
07
Take detailed notes throughout the visit to accurately capture important observations, conversations, and any unique insights gained. These notes will be valuable for analysis and future decision-making.
08
After the on-premise market visit, review and analyze the collected data and information. Look for patterns, trends, and actionable insights that can guide future business strategies and initiatives.
09
Share the findings and recommendations from the market visit with relevant stakeholders within the organization. Collaborate on developing appropriate action plans based on the insights gained.
10
Continuously monitor and evaluate the impact of the on-premise market visit on the business. Adjust strategies and tactics as necessary to capitalize on opportunities and address any challenges identified during the visit.

Who needs on-premise market visit?

01
Small businesses looking to expand their market presence and gain a competitive edge.
02
Startups and entrepreneurs who want to gather market intelligence and validate their business ideas.
03
Sales and marketing teams seeking to understand customer preferences and identify new business opportunities.
04
Product managers and brand managers aiming to assess product placement, visibility, and competitor activities at on-premise locations.
05
Business owners and executives aiming to make informed decisions based on real-time market insights.
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On-premise market visit is a visit to a physical location where products or services are sold directly to customers.
Businesses or individuals who sell products or services directly to customers at a physical location are required to file an on-premise market visit.
To fill out an on-premise market visit, businesses or individuals need to provide information such as the date of the visit, products or services sold, and any relevant observations or feedback.
The purpose of an on-premise market visit is to track sales and gather data on customer behavior and market trends.
Information that must be reported on an on-premise market visit includes sales data, customer feedback, and any issues or concerns observed during the visit.
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