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Site Visit Pre-Sale Checklist

by Darren Brown, from the Community

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This pre-sale site visit checklist helps sales teams assess hospitality venues before quoting and onboarding. Capture POS needs (iPad or Windows, number of systems), payment terminals and printers, and any extra hardware such as KDS, CDS, or cash drawers. Document QR/table ordering and online ordering requirements, current workflows, and photos or videos of the venue, menus, and floor plans. Evaluate internet connectivity and recommend routers, and record agreed surcharge rates for POS and e-commerce payments. Use this template to standardize scoping and ensure accurate proposals.

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

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Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions .