> For the complete documentation index, see [llms.txt](https://cyberpassion.gitbook.io/internal-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://cyberpassion.gitbook.io/internal-docs/sales-field-visits/introduction.md). # Introduction ### Purpose • Meet clients personally • Understand client requirements • Present company products and services • Generate new business opportunities • Build long-term client relationships *** ### Step 1: Plan the Visit Before visiting the client: • Confirm the appointment • Collect client details • Understand the purpose of the visit • Prepare company profile and service information *** ### Step 2: Visit the Client Meet the concerned person and introduce: • Company Profile • Services Offered • Previous Work Experience • Client Portfolio • Support & Maintenance Services *** ### Step 3: Understand Client Requirements Discuss and collect information about: • Website Requirements • Software Requirements • ERP Requirements • Mobile App Requirements • Renewal Requirements • Technical Support Requirements Take proper notes during the discussion. *** ### Step 4: Share Information with Office After the meeting, immediately update the office team with: • Client Name • Organization Name • Contact Person • Requirement Details • Expected Budget (if discussed) • Next Follow-up Date *** ### Step 5: Prepare Proposal / Quotation If the client is interested: • Prepare Proposal • Prepare Quotation • Prepare Feature List • Share Relevant Company Profile *** ### Step 6: Follow-up with Client Regular follow-up should be done through: • Phone Call • WhatsApp • Email Until the client makes a final decision. *** ### Step 7: Update Visit Report Every field visit must be recorded. Details to update: • Visit Date • Client Name • Location • Requirement • Discussion Summary • Follow-up Date • Status *** ### Visit Status #### Interested Client is interested and further discussion is required. #### Proposal Sent Proposal has been shared with the client. #### Follow-up Pending Waiting for client response. #### Confirmed Client has approved the project. #### Not Interested Client is not interested currently. *** ### Important Points • Always maintain professional behavior. • Carry company profile and visiting card. • Understand client requirements carefully. • Do not make commitments without approval. • Update visit details on the same day. • Inform management about important opportunities. #### --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://cyberpassion.gitbook.io/internal-docs/sales-field-visits/introduction.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.