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Customer Visit Checklist


All Travel Checklists

Customer Visit This customer visit checklist will be helpful for sales specialists who are going to visit potential customers in order to present their products/services personally. This checklist provides recommendations and tips, explaining how to look and behave correctly in order to create the best impression, and to achieve the best visit results. 

Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

Personal preparative plan:

  • Schedule a visit with your potential customer. Agree its duration.

Plan and agree a specific day and time to have a meeting with your customer(s). If you have several customers per day avoid composing tight agenda to avoid any time conflicts.

  • Before the visit get a good night sleep to have clear mind and to look fresh.
  • Prepare your business attire (make it clean and ready to be worn).

Select appropriate clothing reasoning from the type of customer you are visiting.

  • Make sure of bathing, cleaning your shoes, having good smell (but not overdo with perfumes!).
  • Decide in advance how you will get to the customer's location.
  • Estimate how long it may take to get there.

Depart beforehand, so if you lose your way, you have some time to resolve this and not to be late.  

  • Take city map with you and write there your routs and directions.
  • Get clear on procedures required to pass reception/security desk without problems.

Know about regime of visitors allowance established on the object where customer’s office is located, you may need to carry some documents or invitation with you to get a pass for entering the building.

  • If you are a smoker, avoid visiting customer with cigarette smell on your clothes.

If you smoke or drink coffee, don’t forget to brush your teeth or chew some gum after this.

  • Eat a light, but energetic breakfast.

Obviously, do not eat some smelly foods like onion, garlic etc.

  • Have extra visiting cards for receptionists to help them to announce your arrival if required. 
  • Arrive at the customer's location at least 15 minutes earlier than it was scheduled.
  • Right before the contact check your appearance in the mirror and make sure that your hands are clean.
  • Smile, be polite, personable and keep friendly behavior with everyone whom you may meet.

Business-related preparative plan:

  • Thoroughly prepare the main object of your presentation, including samples etc.

For example if you are going to present the software product, prepare your laptop beforehand, ensure if it is clean, everything is workable etc.

  • Prepare your company literature and put it into a packet that you can hand to your customer and present to him/her.

This package may include current catalog of products and services, your calling card, letter, quotation and other promotional materials.

  • It is better to supplement all customer visits with certain presents and souvenirs.

It is desirable to include into your customer package some special free souvenirs decorated with your company or product colors, logo etc.

  • Compose and follow your program.

Reasoning from the customer’s specificity, create and confirm step-by-step plan of how you are going to represent your products/services in a favourable light.

  • Compose your speech with regard to customer’s requirements.

Your presentation should be brief, meaningful and object-related, explaining to the customer things that he/she would be interested to know.

  • Set objectives and outline them in a report form.

Customer visit report can be predefined by your organization, or if you are a freelancer, you may design your own to control your performance.

How to behave during customer visits:

  • Divide your presentation in two main parts – introductory speech and dialog with the customer. 

Politely communicate to customer that you would like to take some time introducing your product (with regard to customers needs), and then you will be glad to answer any questions.

  • When conducting presentation speak slowly and clearly.
  • Stay calm and friendly no matter what is happening.

If your speech is interrupted with some question or remark, politely answer without any debating.

  • No way stress customer’s mind with a flow of excessive information, unintelligible facts and terms.

Abstruse talking won’t make you sound more competent, but on the contrary can make your customer tired very soon, and even create an impression that you are trying to baffle or trick him.

  • Pay courteous attention to all customer’s wishes and questions.
  • When answering make eye contact as much as possible.
  • Make sure that customer’s interest is satisfied and no unclear points remain.
  • Make sure that all necessary messages are clearly communicated to potential customer.
  • When presentation is finished thank the attendees for their attention and make sure again that all questions are answered.
  • Get clear on the next steps. Make sure that customer has all samples and business information.

Often, customers would like to have some time for considering your business offerings.

  • Follow up with your potential customer by sending them a thank you note, or making a personal call.
  • Fill up the report to check if all goals are reached.
  • Make a copy of your report. Provide your superiors with one report sample while another one keep with you. 

Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

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