Customer Visit Reports - What should a Customer Visit Report look like?

[cincountess]

Re: Customer Visit Reports

Our form is pretty generic, but here it is. The "w/e" is for "week ending" which is how we file just about everything around here.

thank you!!!!!!

 

[Citizen Kane]

Hi !

Our reports on this are minutes-like format. So, of course the identification of the visit, date, participants, location, etc. After tha, the porpouse of the visit, topics discussed, actions taken, discussed statuses/overdues (if the case), recomandations/conclusions and, if the case, next meeting issued.