Client visit checklist. Techmark/Atspl our company. date and Client Name. Attendy persons and detail

Company Name:* Techmark/Atspl

Date:* ___________

Client Name:* ___________

Attending Persons and Details

Name: ___________

Position: ___________

Contact Information: ___________

Name: ___________

Position: ___________

Contact Information: ___________

Certainly! Here are some additional steps that you can include in the "Attending Persons and Details" section of your New Client Visit Checklist

### Attending Persons and Details

Name: ___________

Position: ___________

Contact Information: ___________

Name: ___________

Position: ___________

Contact Information: ___________

**Company Affiliation:** ___________

**Role in the Meeting:** ___________

**Previous Interactions with Techmark/Atspl:** Yes/No (If yes, provide details: ___________)

**Special Requirements (Dietary, Accessibility, etc.):** ___________

**Preferred Communication Method:** Phone/Email/Text (Specify: ___________)

**Expected Contributions/Topics of Interest:** ___________

**Availability for Follow-Up Meetings:** Yes/No (If yes, preferred times: ___________)

**Notes on Relationship History with Techmark/Atspl:** ___________

**Emergency Contact Information:** ___________

**LinkedIn Profile (if applicable):** ___________

Pre-Visit Preparation

Confirm appointment date and time with the client.

Review client background and history.

Prepare agenda for the meeting.

Gather necessary documents and materials.

Ensure all technical equipment is functioning properly.

On-Site Protocol

Arrive at the client’s location on time.

Dress appropriately for the meeting.

Bring identification and any required access passes.

Be polite and professional to all client staff.

Meeting Agenda

Introduce attendees and their roles.

Discuss the purpose of the visit.

Review the agenda and objectives.

Address any client questions or concerns.

Take notes on key discussion points.

Post-Visit Follow-Up

Send a thank-you email to the client.

Summarize key points discussed during the visit.

Outline next steps and action items.

Schedule any necessary follow-up meetings.

Update internal records with visit details and outcomes.

Additional Notes

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