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Visit cues.org/iamcues/ to read about the personal journeys of CUES members. A Note From the Publisher Dear Credit Union Supplier: Stretching your advertising dollar is more important than ever, and

How to fill out visit cues

How to fill out visit cues:

1. Start by gathering the necessary information about the visit, including the date, time, and purpose of the visit.
2. Write down any specific instructions or requests for the visit, such as any documents or materials that need to be prepared or any specific tasks that need to be completed.
3. Prioritize the important items that need to be addressed during the visit and make a checklist or outline to ensure nothing is overlooked.
4. Take detailed notes during the visit, including any key points, discussions, or decisions made.
5. Use a clear, concise, and organized format to record the information, making sure to include the date and any other relevant details.
6. Review and proofread the visit cues to ensure accuracy and clarity before sharing them with anyone else who may need them.

Who needs visit cues:

1. Employees who are responsible for organizing and coordinating visits, whether they are hosting the visitors or facilitating the visit for someone else.
2. Managers or supervisors who need to be aware of the details and objectives of the visit.
3. Visitors themselves, who may want to better understand the purpose and agenda of their visit in order to prepare appropriately.

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