For your safety, know who you will meet up and ask for a VALID ID, and car plate number before site visit for safety and security protocol
Secure GATE PASS if needed
it is recommended to do site trip only after you followed the FLOW and pre-qualified your client
Be 1 hour early if possible so you can scout the area and study your presentation (Familiarize the blocks, entrances and ameneties)
-some developers also requires a gate pass so its better if you are early
Things to bring:
PRINT-OUTS of 3 Sample computation of the best location, and INVENTORY MAP
🌟 CLEARBOOK PRESENTATION (for professionalism+)
PEN, Paper, Calculator
WATER
UMBRELLA
CELPHONE w/ LOAD
make sure that your client is cool and comfortable offer drinks and present in a cool location
best time for site trip is 10AM or 3PM so that the client have already taken their meals and they can focus on your presentation
80% of your clients will be OFW
Help them imagine what its like to live in the area you are presenting
Entrance
Landmarks
Convenience
Ameneries
Security
Other key features
Show the client the available inventories after site trip and have them fill up the reservation form, even if they cant reserve yet right away
you can also bring your personal check incase the client does'nt have cash (prepare a MOA for your protection)