Hotel Sales – Sales Trip Report

      SM 005: Sales Trip Report


      To summarize your business trip’s main information in order to:

      • Define & categorize account’s potential prior to the visit (Pre Call Planning)
      • Record meeting’s results and required follow up actions (Post Call Analysis)
      • Prepare future visits efficiently (connect with the right person, with an understanding of the account’s challenges and goals, based on past discussions).
      • Report and share in a short and concise way to direct supervisor / to the team

      This format (designed for the hospitality industry) can also be used for daily or weekly sales calls, even though for such routine exercise an Excel format including more elements would be more appropriate (in order to do filter/sort searches).


      File Size: 22 KB
      File Format: Word
      Print Length: 01 Page
      Publication Date: December 15, 2016
      Language: English
      Editable: Yes
      Ready to Print: Yes