Guest Visit Sheet · Inventory Match Alerts

Privacy boundary: This downloadable worksheet has no account, server submission, or automatic saving. Use fictional information when viewing it on the public demo. For real guests, print a blank copy and follow the dealership's approved CRM and privacy procedures; this is not yet an approved live-data feature.

01 / Visit context

Link to the CRM record; do not duplicate contact details

CRM guest referenceSalespersonVisit dateDealership / location

02 / What brought them in?

Capture stated needs before the tour

RV category or useShopping timelinePeople who need to sleep

What the guest said they wantWhat they want to avoid

03 / Overall shopping profile

Capture during the visit; confirm as needed

Matching rule: “They disliked this kitchen” stays with that unit. Only record “must have a larger kitchen” below if the guest actually said that—or a manager later confirms it.

Exact floorplan / model numbers requestedRV type / new or usedPreferred length / broad sizeGVWR / weight bandsActual tow rating, if knownCash ceiling or target payment

Which points are real requirements?

Must-haves — guest explicitly statedDeal-breakers — guest explicitly statedPreferences / nice-to-havesSalesperson impressions — not confirmed

Guest confirmed key requirements Tow and payment facts still need verification Manager review requested

04 / Unit toured 1

Stock numberYear / make / modelFloorplan / trimTour order

Mark the reaction to this specific RV. Only the overall shopping profile above proposes future matching criteria.

What worked—and what did not?

Area	Reaction	Specific detail / guest's words

Why this unit is / is not a finalistUnverified facts to check

05 / After-visit handoff

Turn observations into a useful next step

Top choice stock #Runner-up stock #Next appointment / decision date

Why the top choice wonPersonalized video briefPromised follow-up / ownerOpen questions for manager

Completing this sheet does not establish contact consent or trigger any customer message.