Weekly call-planning
ABS · Charles Fourie (Regional)
Week of 3–7 Aug 2026
Parow 20 · Strand 25
Sample · illustrative
Branch vs target (MTD)
84%
Calls logged (wk)
38
At-risk accounts
2
Assistance flags
3
Flagged this week Auto — from rep logs
Durbanville Panel · Emil🔴 At-risk
Pricing pressure, Glasurit seen on shelf. Rep flagged "Manager to see." Action needed: Charles this week.
Bellville Smash & Spray · Wade VResolved ✓
Paint problem (dieback) → routed to Elton → fixed same-day by Anthony. Loop closed.
Northlink Collision · FredericoProspect
Cold call, currently on MaxMeyer (~R15k/mo), interested. Book a joint tech demo.
Somerset Collision · JP (Strand)Quoted
Off Spies Hecker, ~30 cars/wk — quoted, strong. Follow-up next week.
Rep performance vs target Auto — ELCB
Frederico Mitchell92%
JP Dreyer (Strand)88%
Emil Domingo78%
Wade Vlotman65%
Next week's call plan Manager fills
| Priority account | Rep | Objective | Day |
|---|---|---|---|
| Durbanville Panel | Charles + Emil | Price review — save the account | Mon |
| Northlink Collision | Frederico + Anthony | Joint demo (Envirobase) | Tue |
| Somerset Collision | JP | Close the quote | Wed |
| + add account… | assign rep | objective | — |
Wins this week Manager fills
- Fairhaven Auto onboarded onto Nexa (Wade V + Riann demo).
- Kraaifontein reorder held steady.
Coaching / escalations Manager fills
- Wade V at 65% — ride-along Thursday.
- Strand coverage thin — confirm JP's week with Franscious.
✦Claude's read — for the manager
- Durbanville is the fire — at-risk on price with Glasurit already in the door. This week, not next.
- Two live prospects (Northlink, Somerset) both off competitors — a joint tech demo could convert both.
- Wade V is the coaching priority at 65%; Strand is running on JP alone.
This is the manager's weekly pack: the top half is built automatically from the reps' field logs + ELCB; the manager fills the call-plan, wins and coaching before the planning meeting. All data illustrative. Same view exists per unit (Balco → Ockert, etc.).