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Checklist for Hotel Site Visits

Download this PDF to scout venues for a wedding, conference, or other event.

The checklist for hotel site visits is used to inspect and evaluate the venue options for events thoroughly to determine whether a place is ideal for your event or not.  It considers all the details, advantages, and limitations of choosing a certain location for your event.

 This page will discuss:

  • Hotel site visit requirements
  • The purpose of a hotel site visit checklist
  • Benefits of using an app for hotel site visits

What are the requirements of a hotel site visit checklist?

The most critical aspect of arranging any event is a selection of the venue. The checklist for hotel site visits includes all the items related to your event needs, including meeting spaces, audio-visual equipment availability, amenities and proximity to the freeway, restaurants and shopping.

Who uses a checklist for hotel site visits and why?

Wedding and event planners, conference and other business-event planners, and other individuals can use this checklist to conduct detailed surveys of potential venues. With this checklist, you can rate different candidates based on their aesthetics, the convenience of their location, and their amenities to choose the perfect hotel or event space.

Why use an app for hotel site visits?

A hotel site visit checklist app offers a convenient alternative to paper checklists. It enables you to conduct your surveys using your smartphone rather than walking around with a clipboard and pen, and photos, videos, and other multimedia are automatically attached to your checklist so you don’t get venues mixed up. Even better, when you conduct all of your hotel visits with the app, you can view all the records together in one dashboard, filtering out venues by their amenities or other desireable attributes.

Download the checklist

What is Fulcrum?

Organizations worldwide trust Fulcrum’s SaaS-based data collection platform to capture and share reliable information about field activities, much faster than paper or other digital solutions. Standardized, easily customized, and well-integrated data collection delivers improved clarity for decision-making and better productivity for lower costs.

Standardize data collection
Digitally transform your processes with a single platform that increases productivity, improves data quality across all use cases, and securely delivers real-time data.
Customize collection processes
Easily adapt to changing requirements with drag-and-drop app modification, full customization and extension capabilities, customizable reporting and alerting.
Streamline two-way integration
Expand the reach and usefulness of your data with best-in-class integration with Esri ArcGIS, real-time, two-way integration with any application, and built-in integration with email, SMS, and more.
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Jim Metz

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Fulcrum speeds things up. It was almost instantaneous. It allows accountability for people running the job to see what their guys are doing to make sure they’re adhering to safety policies.
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I have used many programs for field asset inspections. Fulcrum has been the easiest to set up, use in the field, and update. The service provided by the Fulcrum team has been top-rate.
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James Watts - safety once you close the loop from action to insight

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Gavin Kelley - training period short, same data whether junior/senior collector

Gavin Kelley

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It is so easy to use that our training period is greatly shortened. Data quality is very important to us so it can’t be overly complicated. We still get the same data quality regardless if it is a junior or senior data collector.
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