SITE INSPECTIONS . . . What Really is Important?

Great site inspections are a “feel good experience” for everyone involved. There is a shared feeling of time well spent and personal connections made. A site inspection can also strike fear in the hearts of competent staff and significantly influence the decision of a prospective client.

I am often asked what makes a great site inspection. There are several factors to consider and all are important. More than any other elements– PREPARATION and ADAPTABILITY are the keys to a successful site!

1. Do your homework and get as much information as possible prior to the site inspection.
2. Set up your site itinerary in the most logical and efficient route to make the best use of time. Produce a site book with venues, photographs, descriptions and timing included.
3. Be sure to preview every venue if you have not been there before. Know where business doors are located (when venues are closed). Have phones numbers to call contacts if they are not waiting for you as planned. Know how to get there!
4. Determine the style of your client and adapt your style to theirs while maintaining a professional and appropriate appearance (the same options are not always available to you). Clarify who is the decision maker in advance and keep a close eye on his/her reaction to venues.
5. Before you embark on your site – review the itinerary with your clients and make sure that the plan in place is the best reflection of their interests. If necessary, re-design your plan and adjust your appointments accordingly. Listen to what is being said during the site and if new information suggests an additional stop, do everything you can to fit it into the itinerary. Adapt as necessary to make it happen.
6. ALWAYS have a cell phone with you so that you can advise vendors of your pending arrival; change in plans or delay. Clients notice when you are flexible; competent, considerate and in control.
7. Following a site, provide a complete recap of venues visited, notes pertaining to each and action items. Send this information within 48 hours of the site, along with a note of thanks for the time spent together.

These are the keys to a successful site. Be thoughtful, intuitive, considerate, adaptable and professional. Respect your vendor’s time and monitor your progress so that you can stay on schedule. Be sure to return clients on time. If you are able to manage all this (while being friendly and professional), you will demonstrate that you have the many skills necessary to successfully manage the client’s program. Good Luck – Enjoy!