This page provides templates that you can use as starting points for improving your documentation through customer visits.
Customer Contact Letter
You can use this letter as the starting point of contacting possible customers to visit.
This document contains a set of questions you can ask your customer.
You can use this letter to confirm your visit.
Customer Visit Report
After visiting your customer, you need to write a report for your manager detailing what you learned from your visit. You can use this sample report as a template.
Thank You Letter
You need to thank your customer for meeting with you and providing feedback on the documentation.
Thanks to Frabcisco Abedrabbo and Lypp-tek Khoo-Ellis of Oracle for these templates, which they reference in their article “Getting the most from customer visits” in the Summer 2004 Communicator.