Introduce the right people

Share approved profiles for the people the visitors will meet, with a short explanation of each role in the discussion. Avoid sending an entire staff directory when only a few participants are relevant. The profile’s biography and resources can help visitors prepare questions and recognise the hosts.

Keep logistics in the proper place

Profiles support identity and context, while the visit confirmation should provide the actual schedule and access arrangements. Do not assume that a location icon replaces a confirmed appointment. Review the shared material if participants change so the visitors are not preparing for a person who will no longer attend.

Imagine this

Hypothetical scenario

A hypothetical company visit includes profiles for the implementation lead and project coordinator. Visitors understand their responsibilities in advance, while a separate confirmation provides the schedule and approved arrival instructions.

Make it practical.

Use this checklist as you read. Checks are not stored.

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