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Salesman Reference Form

The Salesman Reference Form is designed to provide additional insight into a pending new customer by capturing firsthand knowledge from the assigned salesperson. This helps verify key relationship details, clarify expected business activity, and support timely responses from trade and bank references. Ultimately, the form streamlines and strengthens the credit application process by reducing delays, improving communication, and ensuring more efficient account setup.
1.Salesman Name
2.Name of Business in Question:
3.How do you currently do business with the new customer in question through other companies? Please list the distributor(s), rollformers(s), or other channels in which you have a relationship with them.
4.How long have you know this customer approximately?
5.What products are they most likely to purchase?
6.Anticipated order frequency:
7.Estimated Order Size : $-range
8.Payment Behavior:
9.Any Red Flags or Concerns:
10.Suggested Initial Credit Limit:
11.Other Comments: