Bigfoot — Post-Visit Report

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Post-visit report

Complete within 2 hours of the appointment

Bigfoot W&R

Visit identification Admin / tracking

Sales rep REQ Please select a rep

Appointment date REQ Please enter the date

Customer first name REQ Required

Customer last name REQ Required

Lead channel REQ Please select a channel

Property zip code REQ Required

Property type REQ Please select a property type

Lead qualification Is this the right customer?

Was the homeowner the actual decision-maker? REQ

Perceived urgency REQ

Did the customer have a realistic price expectation? REQ

Does the customer need financing? REQ

Active insurance claim or planning to file? OPT

How many other companies are they quoting? REQ

Lead quality score (your gut feeling) REQ

1 · Cold / no potential 10 · Hot / ready to close

What happened at the appointment Visit dynamics

Were you able to complete the full presentation? REQ

What happened?

Was the appointment previously confirmed? REQ

Product(s) discussed REQ

Quoted price (approx.) OPT

Appointment outcome REQ Please select an outcome

If it didn't close — why not? Only if outcome ≠ sold

Primary reason for not closing REQ

Was a follow-up scheduled? REQ

Main objections you encountered OPT

How would you rate this lead's quality from the channel? REQ

Additional notes Open context

Anything unusual about this visit or area? OPT

Would you recommend aggressive follow-up? REQ

All REQ fields must be completed before submitting.