TERVU DEALER VISIT REPORT TEMPLATE

ACCOUNT
Dealer / showroom:
Location:
Visit date:
Representative:
People involved:

WHAT CHANGED?
What is different since the last visit?

PRODUCT INTEREST
Collections / SKUs discussed:
What caught the customer's attention?
Project or customer use case:
Expected timing:

OBJECTIONS AND RISKS
What is preventing the next step?
Competitive products mentioned:
Pricing, availability, or service concerns:

SAMPLES AND MATERIALS
Samples placed or requested:
Displays / merchandising discussed:
Retrieval or replacement needed:

COMMITMENTS
What did our team promise?
Owner:
Due date:

What did the dealer promise?
Owner:
Due date:

NEXT MOVE
The single most important next action:
Owner:
Due date:

MANAGER CONTEXT
Opportunity / risk / no material change:
Support needed:

QUALITY CHECK
[ ] Someone who was not at the visit can understand what changed.
[ ] Every commitment has an owner and timing.
[ ] The next action is specific.
[ ] The record contains customer evidence, not assumptions.

Template by Tervu — field sales software for wholesale flooring teams.
https://tervuai.com/company