SalesWorksheet10 min read
Local Account Sales Visit Planner
Prepare a useful local account visit around the relationship, hotel need dates and a specific outcome.
PRIMARY ROLESales Manager
USE WHENAccount Visit
Operating standard
- 01
Local Account Sales Visit Planner: Confirm the scope, desired outcome and sales owner for this account visit work.
- 02
Verify the current facts with the appropriate hotel systems, logs, guest records or physical inspection.
- 03
Complete the actions within Sales Manager authority and escalate any safety, guest, revenue or policy exception promptly.
- 04
Coordinate required handoffs with the affected department so the action is visible beyond one shift.
- 05
Save the completed record in the hotel’s approved location and share it with the next owner.