White Rabbit
National Sales — market visit plan

Plan the trip. Then prove it.

Every market visit starts here and ends here. Before you go, lay out why this market needs you in person, who you're seeing and when, and what should look different when you leave. After you're back, open the resume link from your confirmation, fill in the recap with real expenses and receipts, and the finished report goes to your manager as a PDF. Takes about ten minutes each way. Submit the plan at least a week before you need to book.

Traveler and dates

Are you asking for approval, or reporting back? Pick one, then the basics.

The approval comes back to this address.

Purpose of visit

A market visit costs days and dollars. Say why a phone call won't do.

Objectives
1
2
3

Schedule

Every stop, in order. Mark meetings that aren't confirmed yet as such in the purpose column.

DateTimeCompany / personPurpose

Distributor visit

Check what you'll cover with the distributor, then note anything already promised in either direction.

What you'll cover

Retail accounts

Existing doors you're checking on, new ones you're going after, and buyer time you've already locked.

Sales team

White Rabbit reps and 3rd-party reps in the market.

What you'll cover

Marketing

Anything consumer-facing tied to this trip.

Planned

New opportunities

What you're hoping to open up that doesn't exist today.

Looking for

Estimated cost

Estimates are fine. Round up rather than down, and note where a number came from. Actual, receipted expenses go in the post-trip recap.

Nightly rate × nights.
Estimated total$0
Before you send. Your plan goes to the manager you named. Don't book anything nonrefundable until you have written approval, and come back to this form for the recap within 3 business days of getting home.

Plan sent for approval.

Your plan went to your manager as a PDF. They'll reply to the email you gave. Don't book anything nonrefundable until you have a written yes.

Save this link. It reopens this plan with everything filled in so you can add the recap and expenses after the trip. It's also in the email your manager received.

A copy for your records:


      

    

  







  

    Approver checklist for managers — not shown when printed
    

      
Run every plan through the same four questions. Reply with one of three answers: approved, approved with changes (say what), or not this time (say why).

      

      

        
QuestionPush back ifApprove if

        
          
Is there a real reason to go?"Why in person" is vague, or this could be a callA specific distributor, account, or event that needs face time, and a clear "why now"

          
Is the schedule set?Few stops listed, key meetings unconfirmedDistributor and buyer meetings confirmed or near-confirmed before booking

          
Are the objectives measurable?"Build relationships," "check in""What should be different" names doors, cases, placements, or a commitment you can verify

          
Is the timing right?Overlaps a bigger priority or leaves the territory uncoveredNothing critical slips while they're out

        
      

      

      
After the trip: hold them to the recap. Accomplishments vs. the "what should be different" line, plus problems and next steps, is how the next plan gets judged.