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Lucian is a recent college graduate and is relatively new at your firm. He has been asked to write a report on a customer site visit for his supervisor, and he is unclear as to what should be included
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Lucian is a recent college graduate and is relatively new at your firm. He has been asked to write a report on a customer site visit for his supervisor, and he is unclear as to what should be included in the report and the appropriate style of writing. He asks you for help. What suggestions can you provide Lucian as he begins to write his report?

User Juraj Blaho
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Answer:

Lucien should write the report in the below mentioned format

Customer Company Name

Customer Visit Participants

Date and Place of Customer Visit

Customer Background/Profile/Situation

Main Report ( It includes Customer challenges and other customer visit details)

Extra Q&A

Customer Visit Insights

Action items

User Eric Bock
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