# Customer Visit Preparation

## Scope and status

- Enterprise: `<name>`
- Research window: `<date range>`
- Status: `complete | partial | blocked`
- Review mode: `independent | degraded | not_available`
- User-provided context: `<summarize with user_provided label>`

## Entity and public research

- Entity conclusion and confidence: `<text>`
- Group relationship / ambiguity: `<text>`
- Recent verified changes: `<fact + source reference>`
- Conflicts and unknowns: `<text>`

## Visit plan

- Success criteria: `<observable outcomes>`
- Recommended agenda: `<stages and owners>`
- Question tree: `<discovery questions grouped by topic>`
- Materials and preparation: `<checklist>`
- Risks, objections, and on-site verification: `<text>`

## After-visit record

- Confirmed facts: `<leave empty until confirmed>`
- Customer questions: `<fields>`
- Agreed next steps: `<fields; do not prefill>`
- Owner and due date: `<human confirmation required unless user provided>`

## Source index and limitations

For every public source: title, full URL, page date, retrieval date, and supported fact.