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 ($)
- Demo observations
4
Follow-Up Actions
- Action items / commitments
- Next steps
- Next visit date
- Opportunity rating (1–10)
- Meeting duration (mins)
- Visit summary notes
Who Uses This?
B2B sales teams, account managers, and field sales representatives needing verifiable visit logs for CRM data quality, sales coaching, and territory management.
Fields Reference
| Checkpoint | Field | Type | Description |
|---|---|---|---|
| Arrive at Client | Sales Rep Name | text | Sales rep name |
| Arrive at Client | Client / Company Name | text | Client or company name |
| Arrive at Client | Client Account ID | barcode | Scan account barcode |
| Arrive at Client | Meeting Location | text | Venue of the meeting |
| Arrive at Client | Arrival Time | time | Time arrived at client |
| Arrive at Client | Purpose of Visit | text | Reason for the visit |
| Checkpoint | Field | Type | Description |
|---|---|---|---|
| Meeting Details | Attendees Present | text | Who was at the meeting |
| Meeting Details | Discussion Topics | text | Topics covered in meeting |
| Meeting Details | Client Concerns / Feedback | text | Issues raised by client |
| Meeting Details | Decision Reached | yes/no | Was an agreement made |
| Meeting Details | Decision Details | text | Details of the agreement |
| Checkpoint | Field | Type | Description |
|---|---|---|---|
| Products Demonstrated | Products Shown | text | Products demonstrated |
| Products Demonstrated | Demo Well Received | yes/no | Positive reception from client |
| Products Demonstrated | Quote Requested | yes/no | Client requested a quote |
| Products Demonstrated | Estimated Quote Value ($) | 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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