Commercial Account Analysis Form

This Commercial Account Analysis form helps build a functional billing system and transforms your company's financial business to a very profitable hub.

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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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