Sales
Client Visit Tracker App | Sales Visit Log | ChkPoints
Sales team client visit workflow. Records arrival, meeting content, products demonstrated, and follow-up commitments with GPS-verified location stamps — providing CRM-ready visit reports and accountability for sales activity.
How It Works
Checkpoints
1
Arrive at Client
- Sales rep name
- Client / company name
- Client account ID (barcode scan)
- Meeting location
- Arrival time
- Purpose of visit
2
Meeting Details
- Attendees present
- Discussion topics
- Client concerns / feedback
- Decision reached (Y/N)
- Decision details
3
Products Demonstrated
- Products shown
- Demo well received (Y/N)
- Quote requested (Y/N)
- Estimated quote value ($)
- Demo observations
4
Follow-Up Actions
- Action items / commitments
- Next steps
- Next visit date
- Opportunity rating (1–10)
- Meeting duration (mins)
- Visit summary notes
Who Uses This?
B2B sales teams, account managers, and field sales representatives needing verifiable visit logs for CRM data quality, sales coaching, and territory management.
Try It in ChkPoints DesignerFields Reference
| Checkpoint | Field | Type | Description |
|---|---|---|---|
| Arrive at Client | Sales Rep Name | text | Sales rep name |
| Arrive at Client | Client / Company Name | text | Client or company name |
| Arrive at Client | Client Account ID | barcode | Scan account barcode |
| Arrive at Client | Meeting Location | text | Venue of the meeting |
| Arrive at Client | Arrival Time | time | Time arrived at client |
| Arrive at Client | Purpose of Visit | text | Reason for the visit |
| Checkpoint | Field | Type | Description |
|---|---|---|---|
| Meeting Details | Attendees Present | text | Who was at the meeting |
| Meeting Details | Discussion Topics | text | Topics covered in meeting |
| Meeting Details | Client Concerns / Feedback | text | Issues raised by client |
| Meeting Details | Decision Reached | yes/no | Was an agreement made |
| Meeting Details | Decision Details | text | Details of the agreement |
| Checkpoint | Field | Type | Description |
|---|---|---|---|
| Products Demonstrated | Products Shown | text | Products demonstrated |
| Products Demonstrated | Demo Well Received | yes/no | Positive reception from client |
| Products Demonstrated | Quote Requested | yes/no | Client requested a quote |
| Products Demonstrated | Estimated Quote Value ($) | number | Estimated value of quote |
| Products Demonstrated | Demo Observations | text | Notes from the demonstration |
| Checkpoint | Field | Type | Description |
|---|---|---|---|
| Follow-Up Actions | Action Items / Commitments | text | Agreed commitments and tasks |
| Follow-Up Actions | Next Steps | text | What happens after this visit |
| Follow-Up Actions | Next Visit Date | date | Planned date for next visit |
| Follow-Up Actions | Opportunity Rating (1–10) | number | Sales opportunity score |
| Follow-Up Actions | Meeting Duration (mins) | number | Total time spent in meeting |
| Follow-Up Actions | Visit Summary Notes | text | General summary of the visit |
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