Market visit plan

Plan the trip, then prove it

Every market visit starts here and ends here. Before you go, lay out why this market needs you in person, who you're seeing and when, and what should look different when you leave. After you're back, open the trip-report link from your approval email, fill in the recap with real expenses and receipts, and the finished report goes to your manager as a PDF. Takes about ten minutes each way. Submit the plan at least a week before you need to book.

Traveler and dates

Are you asking for approval, or reporting back? Pick one, then the basics.

The approval comes back to this address.

Purpose of visit

A market visit costs days and dollars. Say why a phone call won't do.

Objectives
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2
3

Schedule

Every stop, in order. Mark meetings that aren't confirmed yet as such in the purpose column.

DateTimeCompany / personPurpose

Distributor visit

Check what you'll cover with the distributor, then note anything already promised in either direction.

What you'll cover

Retail accounts

Existing doors you're checking on, new ones you're going after, and buyer time you've already locked.

Sales team

White Rabbit reps and 3rd-party reps in the market.

What you'll cover

Marketing

Anything consumer-facing tied to this trip.

Planned

New opportunities

What you're hoping to open up that doesn't exist today.

Looking for

Estimated cost

Estimates are fine. Round up rather than down, and note where a number came from. Actual, receipted expenses go in the post-trip recap.

Nightly rate × nights.
Estimated total$0