Sales Visit Report Template for Field Sales

A visit report is the memory of a customer relationship. Most templates only ask for the date, the contact and the topics. The most valuable information is missing: what the mood was, what the customer mentioned in passing, and which signals pointed to churn or cross-selling.

What is in the pack

• Word template to print or fill in on your laptop
• Excel template with three sheets: template with drop-down lists, filled-in example and a how-to guide
• Fillable PDF for tablet and phone, plus a filled-in example as PDF

The 8 fields

1. Basic details: date, customer, location, visit type
2. Contact person and decision-making authority
3. Topics discussed and meeting content
4. Agreements and commitments with owner and deadline
5. Next steps and follow-up date
6. Mood and atmosphere
7. Personal information and casual remarks
8. Signals for churn, cross-selling, upselling and escalation

Who the template is for

For field sales reps and sales managers at wholesalers, distributors and manufacturers with direct sales who want to document customer visits consistently, without spending their evenings at the laptop. How to write the report in under three minutes, and why fields 6 to 8 make the difference, is covered in our guide to the sales visit report.