Focused audit · 6 weeks
Call Frequency Audit
A focused six-week study comparing rep visit logs against target physician tiers, with district-level heat maps and a written summary of under-visited accounts.
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Who this is for
Field force managers who suspect uneven call distribution but lack time to reconcile logs manually.
What you receive
District heat maps, tier-by-tier visit counts, and a three-page executive summary identifying the twenty most under-visited target accounts.
Included in scope
- CRM call log ingestion and deduplication
- Tier alignment against your current target list
- Heat map generation for up to 30 districts
- Executive summary with recommended follow-up accounts
- One 45-minute walkthrough session
Outside scope
- Prescription panel analysis
- Territory boundary redesign
- Rep-level performance ranking shared outside your organisation
Process
Week 1
Log intake
Call records and target lists are received and validated.
Week 2–4
Analysis
Visit frequencies are calculated by tier and district.
Week 5
Draft summary
Heat maps and executive summary sent for review.
Week 6
Walkthrough
Live session to discuss findings with your field manager.
How to prepare
Export call logs for the audit period plus your current tiered target physician list.
Constraints
Maximum 30 districts. One brand or franchise.