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Pre-visit logistics

Channel
Email
Use when
You are planning a visit to the partner and want to coordinate the details.

Tip: Share plans early and leave time between meetings for travel and for unhurried conversation.

Fill every field before you send. Remove any line that does not apply, rather than leaving a field empty. Adjust the greeting to the time of day where your partner is.

Fill in the details

Details you enter are remembered on this device for your next template.

The partner's company name, spelled exactly as they write it.
The dates of the visit.
The partner's title, for example Mr., Mrs., Dr., Engr., Barr., Chief or Alhaji.
The partner's surname. Use first names only after the partner invites you to.
The city you visited or will visit.
The people attending, with titles and roles.
Your arrival date, time and flight or route.
Where you will stay.
The subject you discussed or will discuss, in a few words.
Your full name.
Your company name.
Your phone number with the +1 country code; add WhatsApp if you use it.

Preview

Subject: Our visit to {{PartnerCompany}}: {{VisitDates}}

Dear {{PartnerTitle}} {{Surname}},

I hope you are well. We are looking forward to visiting {{PartnerCompany}} in {{City}} on {{VisitDates}}. To help with planning, here are our details:

1. Visitors: {{Attendees}}

2. Arrival: {{ArrivalDetails}}

3. Accommodation: {{Accommodation}}

4. Topics we hope to discuss: {{Topic}}

Please let me know which days and times suit you and your colleagues best, and whether there is anyone else you would like us to meet. We are happy to adjust our plans to your schedule.

Warm regards,

{{MyName}}

{{MyCompany}}

{{MyPhone}}

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From DealDialect (dealdialect.com) by Ayomide Adeyeye, licensed CC BY 4.0.