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> Client Visit checklist
Client Visit checklist
Pre-Visit Preparation
Research any recent developments in the client's industry.
Assemble case studies or examples relevant to the client’s needs.
Check the availability of team members who may join the visit.
Prepare a feedback form to gather client input post-visit.
During the Visit
Establish rapport by engaging in casual conversation before the meeting starts.
Clarify the client’s expectations for the visit.
Encourage open dialogue by asking open-ended questions.
Demonstrate solutions or products relevant to the client’s needs.
Summarize discussions to ensure mutual understanding before concluding.
Post-Visit Follow-Up
Create a detailed report of the visit and share it with relevant team members.
Follow up on specific requests made by the client during the visit.
Provide additional resources or information as promised.
Evaluate the visit’s effectiveness and identify areas for improvement.
Schedule regular check-ins to maintain client relationship.
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