WorkFrame

Visit Report

Site Visit Report

Capture the outcome of any account visit — clinic, salon, agency, venue or trade · sample demo form

Account you are visiting

01

Site Details

Premises type *

Standalone

In a centre / parade

Home / mobile

Other

Affiliation

Independent

Group

Franchise

Buying group

Account type

Independent

Group / Franchise

Which group or franchise?

02

Business Information

Your name *

Your email (get a copy)

Account / business name *

Postcode *

Owner / manager name

03

Visit Outcome

Services / products in use

Core Package

Premium Package

Add-on Services

Consumables

Display materials

None

Promotional display present?

Yes

No

Deal signed today?

Yes

No

04

Interest & Opportunities

Using a competitor currently?

Yes

No

Approx. units per week

Interested in Featured Service? *

Yes

No

Using

Follow up

Interested in other services? *

Yes

No

Using

Follow up

Display / materials status

05

Sales

Any sales made this visit?

Yes

No

Sales amount (£)

06

Follow Up

Follow up required?

Yes

No

Notes / issues raised

07

Overall Visit Rating

1Poor

2Fair

3Good

4Great

5Best

Demo report · saved locally only · required fields marked *

REPORT SENT

Your visit report has been captured (demo — nothing leaves this page).