Visit notes

Who and where

Fill as you talk. It saves on this device as you type, nothing is sent anywhere.

Property

Place

Visit date

Who you met

Their phone or WhatsApp

Their email

Who decides

Owner Co-owner or family Manager Accountant or CA

Rooms and the week

How full they are, day by day. Drag the bars.

Rooms

Lowest rate a night

Highest rate a night

Occupancy in a normal week

Weekend in red. Tap or drag a bar; arrow keys work too.

Peak and slow months

Where the money comes from

Rough numbers are fine. Ask, do not assume.

Revenue a month, all in

GST registered

Yes No Not sure

Where bookings come from, share in %

Channel manager they use

It costs them a month

How the owner tracks revenue today

Events and weddings

Skip if they do not host.

Venues

Largest capacity

Per plate from

Enquiries a month in season

Of those, booked

Enquiries come via

Dining

Skip if there is no restaurant.

Restaurants and bars

Tables, all outlets

Billing today

Outside guests too

Yes Residents only

The team

People at the desk

Languages they read

Comfort with a phone app

Basic Fine Comfortable

Their website, who built it

Domain they own

What they want

Tick what they asked for, in any words.

What hurts, in their words

What worries them

Any budget signal

The next step

Next meeting or call

What was agreed

How it went

Keen Interested Unsure Not now

Anything else

New visit

Who and where

Rooms and the week

Where the money comes from

Events and weddings

Dining

The team

What they want

The next step

Your notes