1. The 10-Step Site Visit Protocol
1. CRM profile review β 2. Cab tracking confirmation β 3. Welcome refreshment β 4. Master plan presentation β 5. Sample flat tour β 6. Stacking chart unit selection β 7. Cost sheet generation β 8. Token booking attempt β 9. Exit kit handoff β 10. Immediate CRM note update.
Frequently Asked Questions
Q:How long should a standard site visit presentation take?
An ideal site visit presentation lasts 45 to 60 minutes.
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