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  • Template Visit Reports

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    Valeria Sofia Miralda
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    This visit report document contains 4 sections that summarize a business meeting with a customer. Section I provides details about the customer's company size, estimated turnover, valuation, and whether they are an existing customer. Section II describes the communication atmosphere, reason for the conversation, and contact person details. Section III outlines the customer's interests in specific products, opportunities, risks, and what information or materials they have already received. Section IV is for additional notes from the discussion.

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    Reporte de visitas

    Original Title

    Template visit reports

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    This visit report document contains 4 sections that summarize a business meeting with a customer. Section I provides details about the customer's company size, estimated turnover, valuation, and whether they are an existing customer. Section II describes the communication atmosphere, reason for the conversation, and contact person details. Section III outlines the customer's interests in specific products, opportunities, risks, and what information or materials they have already received. Section IV is for additional notes from the discussion.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    3 views1 page

    Template Visit Reports

    Uploaded by

    Valeria Sofia Miralda
    This visit report document contains 4 sections that summarize a business meeting with a customer. Section I provides details about the customer's company size, estimated turnover, valuation, and whether they are an existing customer. Section II describes the communication atmosphere, reason for the conversation, and contact person details. Section III outlines the customer's interests in specific products, opportunities, risks, and what information or materials they have already received. Section IV is for additional notes from the discussion.

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    © All Rights Reserved
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    of 1

    Visit Report – No.

    Attach business card here

    Mr/Mrs:

    I. Company data

    Company size: _________________________________________________________

    Estimated turnover: _________________________________________________________

    Valuation/Scoring: _________________________________________________________

    Is already customer: yes:  no: 

    II. Communication

    Discussion atmosphere: ___________________________________________________________

    Reason for the conversation: _________________________________________________________

    Contact person: __________________________ Duration: __________________

    III. Customer interest

    Customer is interested in...

    …Product: _______________________________ Quantity: ______________________________

    …Product: _______________________________ Quantity: ______________________________

    …Product: _______________________________ Quantity: ______________________________

    Opportunities (project case): ___________________________________________________

    Risks (project case): _________________________________________________________

    What has the customer/interested party already received?

     Information material  Online demo  Price list  Miscellaneous

    ___________________________________________________________________________________

    What has been agreed with the customer/interested party?

     Send offer  Appointment  Miscellaneous

    ___________________________________________________________________________________

    IV. Talk notes

    ___________________________________________________________________________________
    ___________________________________________________________________________________
    ___________________________________________________________________________________
    ___________________________________________________________________________________

    Date: _______________________ Signature: ____________________

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