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:_______________________________________
__________________________________________________________
Gentlemen:
You are to be commended for the manner in which you
handled the unfortunate incident which led to removing
Fortrinall from the market.
While the reports that I have read all indicated that
there was no definite proof that the taking of Fortrinall
may have resulted in her present condition, the fact that
you acted so quickly shows that your first concern is with
the health and well being of the public.
As a consumer, I would like to express my appreciation for
your integrity and once again commend you for the fine
manner in which you handled this incident.
Gentlemen:
You are to be commended for the manner in which you
handled the unfortunate incident which led to removing
Fortrinall from the market.
While the reports that I have read all indicated that
there was no definite proof that the taking of Fortrinall
may have resulted in her present condition, the fact that
you acted so quickly shows that your first concern is with
the health and well being of the public.
As a consumer, I would like to express my appreciation for
your integrity and once again commend you for the fine
manner in which you handled this incident.
Dear
Your suggestion that we recycle the trims from our vinyl
production has been analyzed and found to be an extremely
viable idea.
This recycling process, which will be implemented in six to
eight weeks from now, will result in direct savings to our
firm. We commend you for your inventiveness!
Please accept our congratulations on the adoption of your
recommendation and our thanks for your enthusiastic attitude.
Dear
This is to acknowledge your letter of [date]
You are definitely to be commended for your progress
during the past two months.
I do believe, however, that your recent request for a
raise is premature. I would suggest that it would be
more appropriate to discuss a salary increase after you
have worked here for six months. If you continue on
the same path, I am certain that your timely request
will be given careful consideration.
You are doing a fine job, keep up the good work!
TO:
FROM:
WE REPORT AS FOLLOWS:
25. Just relocated at new
address;---following
A. DEBTOR'S ATTITUDE: 26. Lives in remote district:
1. Promises to pay later hard to contact personally
2. Ignores requests 27. Debtor is a minor. Trying
3. Disputes claim for settlement
4. Refuses to pay 28. Debtor judgment-proof;
5. Claims account is paid recovery doubtful
B. DEBTOR'S FINANCIAL D. ACTION RECOMMENDED
6. Doing part time work 29. Voluntary collection not
7. Working on commission possible. Recommend suit.
8. Out of work. Rechecking a) furnish 4 copies of
regularly. itemized statements
9. On relief. indicating date, amount
10. Earnings exempt;no other of each payment.
attachable assets. b) Original papers
11. Heavily in debt. c) Counsel must have legal
12. Debtor ill and without identity of Creditor in
funds. order to proceed.
13. In military service.
C. CURRENT ACTIVITY INDICATE IF:
14. Trying for a compromise A corporation--where?
15. Rechecking for assets to A partnership--full
justify legal action or names of all--
ability to pay. Individually owned--
16 Debtor deceased;checking Full name of indiv.?
for estate.
17. Claims returned merchandise E. ACCOUNT CLOSED:
on ___________________
18. Suit filed; still pending 30. Skip--cannot locate
19. Judgment obtained. Attorney 31. No assets--hopeless
trying to execute Legal action not
20. Skip--trying to locate recommended.
Can you help? 32. Per your request.
21 Claims paid to you on 33. Subject refuses to
_______________Please pay or compromise,
confirm payment. too small for suit.
22. Claim in hands of our 34. Bankruptcy,no assets
representative in debtor's 35. Outlawed. Refuses to
area. We are requesting pay or compromise.
report. 36. Deceased. No estate.
23. Just received a payment of Family won't assist.
$_________________ 37. Exhausted all
24. We are making a final collection efforts.
effort for you. Uncollectable.
Dear
It was a pleasure having the opportunity to meet with you
yesterday to discuss the proposed loan on the
After reviewing the alternatives you suggested, I believe
that it would be best to collateralize this loan with
[form of collateral]
I am instructing my secretary to prepare a package
consisting of all necessary documents and to mail them to
your attention today. I would be most appreciative if you
would arrange to have the loan documents drawn as soon as
possible.
I wish to thank you for your cooperation in this matter
and am looking forward to the continuance of a long and
mutually beneficial relationship between us.
Dear
As the Christmas season approaches, there is always so much
activity and personal business to attend to that it is easy
to forget to thank our valued customers, like you, for
their orders.
So before I forget, thank you, and may this holiday season
bring to you and your family all of the joy and happiness
that you deserve.
Dear
We were searching for some special way to express our good
wishes to you for Christmas and the coming year, but we
discovered that there are some things in life that cannot
be improved upon. So, please accept our very best wishes
to you, your family, and your employees for a Merry
Christmas and a Happy New Year from all of us here at
Information Retrieval Service.
From our search, we did learn some facts that we hadn’t
known before, and hope you find them interesting. Saint
Nicholas was a bishop of the Christian church of Myra,
in Lycia, Anatolia. He enjoyed a reputation for great
generosity and compassion. Legend has it that he saved
the three daughters of a poor nobleman from a life of
prostitution, by tossing a bag of gold through an open
window of their home on three, separate occasions.
This provided the young women with a dowry with which to
procure an honorable marriage. The custom of giving gifts
at Christmas is attributed to this legend.
In keeping with this legend, we hope that Santa brings you
and yours all that you want for Christmas.
TO: All employees
FROM: Management
Lord & Chambers has offered our employees a 15% disount
on all merchandise purchased during the Christmas season
as their way of wishing you all a Merry Christmas.
In order to receive this discount, you must present your
employee identification card at the time of purchase. They
have also requested that you limit the use of this discount
privilege to purchases made in your own behalf.
Your cooperation in this matter will be appreciated.