FFieldVisit

How-to · Product Sampling & Demo Support

How to Brief a Field Agency for Product Sampling & Demo Support

What to send before a product Sampling & Demo Support assignment so visits are completed right the first time.

3 min read · By the FieldVisit operations team

Product Sampling & Demo Support

Short answer

How do I brief a field agency for product Sampling & Demo Support?

Product Sampling & Demo Support is a field service in which a trained team running in-store sampling and product demos with briefed staff, and recording reach and feedback. You share the locations and instructions; the team completes the visits, the evidence is reviewed, and you receive one consolidated report.

At a glance

What this covers
What to send before the visits start
Division
Business field services · Events & Activations
Checklist points
5 standard checks
Report outputs
4 deliverables
Coverage
Mumbai, Thane, Navi Mumbai, Panvel
Read time
3 min

What you will learn

  • Step-by-step briefing — 6 steps, in the order a field team works through them
  • What to share before the visits — 4 points you can lift straight into your own brief
  • What the field team checks — 5 points you can lift straight into your own brief

Step-by-step briefing

  1. Share the location list with full addresses
  2. Explain the purpose of the visit
  3. Attach the checklist and sample photos
  4. Confirm access permissions and contacts
  5. Agree on the report format and deadline
  6. Name an escalation contact

What to share before the visits

  • Location list with addresses and contact names
  • Checklist or instructions
  • Required photographs and evidence
  • Reporting deadline and format

What the field team checks

  • Store permission and slot confirmed
  • Sampling counter set up
  • Samples distributed as per brief
  • Consumer feedback recorded
  • Stock reconciliation

Where first briefs usually fall short

  • Addresses without a pin code or a nearby landmark
  • No contact name or number for access at the location
  • Checklist points that need judgement instead of observation — stock reconciliation needs a stated rule
  • No decision rule for closed or inaccessible premises
  • Evidence expectations agreed only after the first batch is delivered
  • No named person to approve revisits

What happens next

The team groups nearby locations into routes, briefs the field people, completes the visits, reviews each submission and delivers the report with completed visits, exceptions and the actions needed.

What you receive

  • Daily sampling count
  • Counter and activity photos
  • Consumer feedback summary
  • Sample stock reconciliation

Key takeaways

  • A complete product Sampling & Demo Support brief is 4 items long, and sending all of them up front is what stops visits being repeated.
  • The checklist runs from store permission and slot confirmed to stock reconciliation, with evidence recorded against the points that decide the outcome.
  • You receive 4 outputs: Daily sampling count, Counter and activity photos, Consumer feedback summary, Sample stock reconciliation.
  • Photographs are geo-tagged and time-stamped, every submission is reviewed by a supervisor and a random sample is back-checked — which is what makes a events & activations record worth quoting internally.
  • Visits run across Mumbai City, the Western and Eastern Suburbs, Thane, Navi Mumbai and Panvel, and assignments typically start within one to three working days of a complete brief.

What to do next: send it and run a first batch

Once the 4 briefing items are in one place, the fastest route to clean data is a small first batch rather than the full list.

01

Pack

Put all 4 briefing items in one email

Location list with addresses and contact names, Checklist or instructions, Required photographs and evidence, Reporting deadline and format — sent together, so the assignment is not held up waiting for one attachment.

02

Pilot

Start with a small set of locations

Run a first batch, read daily sampling count and correct the checklist wording before the rest of the list goes out.

03

Contacts

Name one escalation contact on each side

Access refusals and closed premises need a same-day decision; a weekly review turns one revisit into three.

Before you send it

Starting product sampling & demo support

Assignments typically start within one to three working days of a complete brief, depending on volume and spread.

Share a brief and location list

Frequently asked questions

How do I brief a field agency for product Sampling & Demo Support?

Product Sampling & Demo Support is a field service in which a trained team running in-store sampling and product demos with briefed staff, and recording reach and feedback. You share the locations and instructions; the team completes the visits, the evidence is reviewed, and you receive one consolidated report.

Which areas do you cover for product Sampling & Demo Support?

Mumbai City, the Western and Eastern Suburbs, Thane, Navi Mumbai and Panvel, with local field teams in each area.

How fast can product Sampling & Demo Support start?

Most assignments start within one to three working days of receiving a complete brief, depending on volume and spread.

What evidence will I receive?

Daily sampling count and Counter and activity photos, matched to a unique job and location ID.

Ready to brief your field visits?

Share the scope — we'll come back with routes, timelines and a clear quote.

Request a quote
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