SalesCova logo

What a site visit note needs

Five facts that let the next person continue a visit without calling the executive who hosted it.

A site visit note is for the person who was not in the car. If they can pick up the enquiry on Monday and know what to do, the note is complete.

Record the date, the inventory that was actually shown, the buyer’s reaction to that inventory, the budget they confirmed on site, and the single next step with a date. “Interested” is not a next step. “Send the 3 BHK on the 12th floor by Thursday” is.

Keep that note on the enquiry that booked the visit. A separate message in a personal chat disappears when the executive is on leave, and the buyer has to tell the story again.

Leave a Reply

Your email address will not be published. Required fields are marked *