Pre-Visit Account Qualification

We ensure field sales visits are better prepared, better targeted, and more productive by qualifying merchant accounts ahead of time.

 

This service helps sales teams focus their time on visits that are most likely to result in meaningful commercial outcomes. In construction sales, reps often arrive at visits without clarity on:

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Current buying intent Upcoming projects or demand

Stock issues or gaps

Whether the account is actually ready to buy

 

This leads to wasted travel time, reactive meetings, and missed opportunities. We conduct phone-based qualification calls ahead of scheduled or planned rep visits. The aim is to:

 

Confirm whether a visit is commercially justified

Identify what the merchant wants to discuss

Surface opportunities that need rep involvement

Equip reps with clear context before they arrive

 

This turns visits from check-ins into purpose-driven sales conversations.

 

Duration: Campaign-based or ongoing support

 

Accounts Covered:

Defined list of merchant accounts scheduled for rep visits

 

Channels:

Phone follow-up (primary)

Light email support where appropriate

 

Price: £3,500 per month

 

At the end of the campaign, you receive:

Clear pre-visit briefing notes for each account

Better-prepared field sales visits

Reduced wasted travel and time

Improved quality of sales conversations

Greater consistency in visit outcomes