Toured unit 01
Likes, dislikes & questions
Specific to this unit—not automatically a future requirement.
01 / Walkaround
During the visit
Record what this fictional guest says and how each unit lands.
GuestDemo Guest · no customer identity
02 / Capture as you go
Overall wish list
Record overall wishes during the visit. Only confirmed statements should become hard matching rules.
A unit reaction is evidence for a conversation. Ask whether the guest wants that feature in any future RV before treating it as a must-have or deal-breaker.
Guest-stated RV facts
Leave blank if unknown. Payment is a target, not a quote; tow rating still needs vehicle-specific verification.
0 stated or confirmed
Can be proposed for manager review. Nothing here is saved or used by matching.
0 rep impressions
Useful follow-up questions, never hard filters without confirmation.
One record per RV
Units they toured
03 / Manager handoff
After the visit
Decide what to show next, not who to blast.
HandoffManager review required before any outreach
Prototype complete. This page is deliberately not a save or send workflow. The printable sheet is available for the approved offline process.