🤝 SOP 16 — Factory Visit Handling

SOP Name:         Factory Visit Handling
Process Code:     FACTORY_VISIT_V1
Version:          V1
Owner:            Sales / Factory Supervisor
Applies To:       Sales, Factory Supervisor
Frequency:        Whenever a customer visits the factory
Last Updated:     2026-06-25
Review Frequency: Monthly

1. Purpose

Give customers a professional factory visit experience and explain product benefits clearly.

2. Who Is Responsible

Sales / Factory Supervisor — hosts the visit and captures the lead.

3. When To Use This SOP

Any time a customer or prospect visits the factory.

4. Visual Process Flow

flowchart TD
A[Welcome customer] --> B[Show product samples]
B --> C[Explain benefits]
C --> D[Show process/stacking if safe]
D --> E[Ask project requirement]
E --> F[Capture contact + handover to sales]
F --> G[Send brochure/price + follow-up]

5. Step-by-Step Visual SOP

Welcome the customer politely.
Show product samples. [PHOTO: Product samples]
Explain strength, cooling, interlock and cost/time benefits.
Show the production process if safe.
Show proper stacking/curing.
Ask about the project requirement.
Handover lead details to sales.
Send brochure/price details.

6. Do / Don't

✅ Do	❌ Don't
Keep visitors away from the machine danger zone	Let visitors near a running machine
Capture contact + requirement	Let a lead leave without details
Hand the lead to sales	Forget follow-up

7. Checklist

[ ] Customer welcomed
[ ] Product shown
[ ] Benefits explained
[ ] Project requirement noted
[ ] Contact details captured
[ ] Sales informed
[ ] Follow-up created

8. Records To Update

🔵 Visitor / lead register
🔵 Telegram lead handover to sales
🔵 Future: Odoo crm.lead

9. Escalation Rule

Inform Ram/Srinivasan for large/bulk project enquiries or special pricing requests.

10. Common Mistakes

Letting visitors wander near the machine.
Not capturing contact details/requirement.
No follow-up after the visit.

11. Improvement Suggestion

If you find a better way to do this process, add a comment below or submit an improvement request in the SOP Improvement Register.

Automation Readiness

Telegram command: /visit
n8n workflow:     wf_factory_visit_v1
Odoo object:      crm.lead
Approval role:    Sales
Supabase table:   factory_visits
Status:           Future automation