Client Visit Brief

When to use this

Used by sales-led organisations whose execs visit top accounts quarterly. Capture institutional memory so the executive doesn't have to rebuild context from scratch each time.

# Client Visit Brief — [Client Name]

**Executive:** [Name]   **Visit date:** [Date]   **Account owner:** [Name]   **Account team attending:** [Names]

## At a glance
- Tenure as customer: [N years]
- Annual value: [Amount]
- Health: [Green / amber / red] — [reason]
- Contract renewal: [Date, status]
- Last executive visit: [Date]

## Who you'll meet
| Name | Role | Their interests / motivations | Last contact |
|------|------|-------------------------------|--------------|
|      |      |                               |              |

## What they care about right now
- [Specific business priority on their side]
- [Specific concern about us]

## Our recent history with them
- Wins: [Examples]
- Open issues: [Examples]
- Commitments we've made: [Status]

## What we want from this visit
- [Outcome 1 — relationship / commercial]
- [Outcome 2 — feedback / signal]

## What they'll want from us
- [Likely ask 1]
- [Likely ask 2]
- Authorised response on each: [Note]

## Topics to avoid or handle carefully
- [Topic — context]

## Logistics
- Arrival: [Address, who'll greet]
- Agenda for the visit: [Time-slotted]
- Materials to bring: [List]
- Gift / hospitality protocol: [Note]