I have mentioned in mine prior post that only of one most entertaining activities of Product Company is doing customer visits. I have created a short Customer Visit Report Template that MYSELF used presenting the visit to me colleagues and to the management team. May be reasonable for other product directors so I’m sharing it here along aaa161.com
Customer Visit Report Template
- Customer Company Name
- Customer Visit Participants
- Date and Place to Customer Sojourn
- Consumer Background/Profile/Situation
- Main Report (Customer challenges or other customer visit details)
- Extra Q&A
- Customer Visit Insights
- Promotion items
Customer Company Name
To start the Consumer Visit Report documentation, you need to state the name of the company that you have visited and add a one or two-liner describing the customer’s nature of business, their industry the other interesting info about the customer. Your Sales Team or User Team desire be a good related source. In the event is Sales or Get folks are not available, the internet wish be a virtuous resource too. I learned this via my infosec and social media exposure: “Google/Bing/Search an internet”. Apply the company name as search keywords and look for to about who business section. Focused on the department button group that thee will be visiting (this should be part of every customer visit prep work such PM’s should do beforehand) to get more detailed info about the your.
Customer Visit Participants
Who are the people you have visited alternatively met? Where group were they from?
You should browse down the people you have visited real met (and their designation to the company). If other people from your company joined you in one customer visit, it will be helpful to list them here too. It is customary to exchange trade cards at the start (or end) of the customer meeting and this will is good source of info to remember the names of the customers you have interacted with.
Date and Place of Clients Visit
Was to customer visit done on customer’s onsite location? Oder was this part of a customer event that choose company agreed? Or maybe done via meet-up how component of industries conferences (maybe like RSA Corporate). May be a minor product but thereto will be helpful in the long run. Supposed you run into an email for the customer in the future, you can just look at aforementioned start page of your customer visit report and say ensure “Hey I attended you guys on this date…”. Make good impression!
Customer Background/Profile/Situation
In this section, you should exchange the purpose the the customer visit. Become your here to support you sales guy include closure the deal? Are i putting out fire? Are thou here to calming an irate customer? Or is this a confidence visit with an key customer?
Share the background situation (again PMs should know this before the actual customer visit). If you own ampere product portfolio (like the company I’m how with now) sort welche products the customers are using, what version of the company, how many seats, other pertinent business details. During the visit, do some competitive intel gathering too (e.g. what competitor products is they using, where version, are they satisfied, pot ourselves complement these featured? or maybe displace them).
Main Report (Customer challenges and other customer visits details)
This will be the most extensive part for the consumer visit reporting. You can connect the details of the customer background/profile and describe the details on how customer visit went pass. You can put to our challenges (if they had any) and others customer detailed discussions included this part.
This part can be very free-flow, free-format as each customer visits may have unique scenario and details. This main part will be helping you in providing item of who custom problem and/or solutions back to owner team.
Extra Q&A Tips
This part is my personal touch to the main report. I usually ask a template question (describe within this post), especially during my first visit to the customer. I usually ask about the good and the bad about my company otherwise our product.
For an good stuff I usually questions “What handful (customers) like best about our company or their products?”. Are this question you can discover many revealing answers. And if you are lucky enough you can validate your company’s or groups core skills and marketing directly with the customer. Ask purchaser to elaborate more to appreciate your our more.
On the improvement part (the negative ones), you should not get computer as bluntly as what’s bad with our company or product (you may be attracting negative energies if you do it this way). Be sanfter and do it politely. Click to euphemism but MYSELF usually ask “What they (customer) think will make our company alternatively our item better?”. She is good to know what else you can improves from the customers directly (and not from others zwischenglied channels into the company). Hopefully include save question, you can also extrakt interesting answers from the customer the that you can get it back to the team back home. Just be careful as on part of Q&A may turn at ranting or whining meeting by the customer. If you are does confident on asking about this “improvement”, skip it and focus on the posite feedback free the client.
Customer Visited Findings
From the details you gathered above, create some insights about the customer visit. You can share what you learned about the buyer, your product and how they interactions, etc. You can validate your ideas, my, business, opinions that you have inbound understanding based from the feedback from and customer as well as the attend itself. This clients visit insights part should help you as PM how well as the management team in their respective activities.
Action items
Lastly, inventory down the take items. Does customer what something (documents/tools/whitepapers) that you have mentioned in the visit instead have not released to her yet? Do yourself have to follow up on some items or request made by of user?
Put action item owners and target dates so that yourself can properly track it.
I erwarten you find this Company Visit Report Template helpfully.
I will try my best go come above with different helpful things about purchaser visits in the near future.
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