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Free course template · Global

Preparing and running the customer visit: First meeting, rapport and call structure for field sales

A ready-made course, live deck and two surveys for field reps. AhaSlides tracks progress, completion and scores for you. 40 minutes, 6 lessons. Last reviewed 21 October 2026; not legal advice.

By Cheryl Duong

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Preparing and running the customer visit: try 3 questions

Three questions from this course. Pick an answer, then see why.

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Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 11 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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The Preparing and running the customer visit: First meeting, rapport and call structure for field sales course as a learner first sees it

Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's answers to the quizzes and activities in the course.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 40 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: Preparing the visit: goal, research and the questions you will ask · 8 min

    Before you begin · Tomas's first visit · What should the preparation have covered?

  • Lesson 2: Opening the meeting and building rapport in the first minutes · 8 min

    The first three minutes · Rapport that is real · Check

  • Lesson 3: Structuring the visit: agenda, discovery, proposal, next step · 8 min

    The structure · What each part sounds like · Put the visit in order

  • Lesson 4: Reading the room, interruptions and difficult starts · 8 min

    Scenario · Scenario · Scenario

  • Lesson 5: Recording the visit, following up, and where to get help · 5 min

    After the visit · Who to ask

  • Lesson 6: Final assessment · 3 min

    Practice

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

At onboarding for field sellers, before a regional visit campaign, and as a refresher after manager ride-alongs.

Field reps, area sales staff and new account managers who visit customers (run by L&D with the regional sales director).

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Sales enablement contact
  • Compliance contact
  • Escalation route
  • Sales playbook link
  • Sales conduct policy link
  • Call planning template link
  • Follow up standard
  • Visit report location
  • LMS or record system
Then edit anything else you like: wording, scenarios, your logo.
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Ready to run it?

Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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