1. The 10-Step Site Visit Protocol
1. CRM profile review → 2. Cab tracking confirmation → 3. Welcome refreshment → 4. Master plan presentation → 5. Sample flat tour → 6. Stacking chart unit selection → 7. Cost sheet generation → 8. Token booking attempt → 9. Exit kit handoff → 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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