To summarize your business trip’s main information in order to:
- Define & categorize account’s potential prior to the visit (Pre Call Planning)
- Record meeting’s results and required follow up actions (Post Call Analysis)
- Prepare future visits efficiently (connect with the right person, with an understanding of the account’s challenges and goals, based on past discussions).
- Report and share in a short and concise way to direct supervisor / to the team
This format (designed for the hospitality industry) can also be used for daily or weekly sales calls, even though for such routine exercise an Excel format including more elements would be more appropriate (in order to do filter/sort searches).