Confirm the practical details
Confirm the project, meeting point, timing and the person coordinating the visit. Check which information the customer wants to review so the team can prepare relevant material. Share accurate details and avoid making unverified promises.
Keep the record ready
Review the latest enquiry notes before the meeting. Record any questions that need a specialist answer and make ownership of those questions clear.
Close the loop after the visit
Update the lead record with the visit outcome and the next agreed action. If the customer needs more information, record what will be sent and who will follow up.