Separate preparation from promotion

Tap Tap Go’s document-sharing feature can hold a concise visit pack with the relevant overview, questions and approved location instructions. The purpose is to prepare the visitor, not overwhelm them with every brochure. Identify what they should review beforehand and what will be discussed on site. Do not publish private access instructions or sensitive operational details on a broadly accessible profile. Use an appropriate separate route for those.

Keep the pack tied to the visit

Check dates, contacts and the current status of any project shown. Distinguish a planned feature from something the visitor will actually see. A digital pack can reduce the need to repeat basic explanations, but the host should still confirm the visitor’s priorities. After the visit, refer to the same resources by name when answering questions. The profile supports continuity without replacing the actual observation and discussion.

Imagine this

Hypothetical scenario

A hypothetical showroom host shares an approved product overview and a visit preparation sheet through a profile. Detailed access arrangements are sent separately. The visitor arrives with relevant questions and can return to the same documents after comparing what they saw.

Make it practical.

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

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