Four Things to Remember to Perform a Successful Site Visit

Four Things to Remember to Perform a Successful Site Visit
By: Matthew Sheppard

As a program analyst, I am responsible for vetting potential and existing vendors. The process typically begins with a site visit.

A site visit is crucial if you desire to see the character of the owner firsthand. You can determine the quality of their work in ways that phone calls and email cannot.

Here are 4 things to remember in order to perform a successful site visit.

1.     Ask questions about the location and plan to arrive early.

When visiting a large facility it may be tricky to find entrances or where visitors park. Take the time to prepare for your visit and proactively ask your contact at the company for details, including where you should park and where the entrance is located. Because of the location where I live, I drive my vehicle to my visits. I take time to review my route beforehand and allow for extra time so that I am able park and enter the building.

2.     Take time to connect with the people at the facility.

I really enjoy meeting new people, touring their facilities and learning about their capabilities. Whenever I visit a vendor, I come as their guest, a potential business partner, or in the least, someone in the business community. I am usually treated very well and introduced to many people. I’m even offered some water or coffee!

3.     Evaluate the atmosphere and attitude of the company and do not be afraid to be critical of the experience.

It is safe to say that 99%, or at least 98%, of site visits are enjoyable and profitable for both parties. I can still remember a visit where I was confronted about Mettle Ops’ capabilities and how we did not belong on any venturing business opportunities. I was made to look the fool. Thankfully, God made me with a long fuse. I did not lose my temper, but after the visit I felt insulted. While this experience was not enjoyable for me, in the long run, I am thankful I was able to see the company’s attitude firsthand and make the decision to pass on any potential of working together.

4.     Follow up!

Take the time to send a personalized thank you email to the company you visit.  Treat everyone you meet as a potential customer, because even if circumstances do not allow for your company to work with theirs at this time, you never know how things may change. Kindness, respect and hospitality go a long way for any business.