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Learning Objectives
By the end of this lesson, you will be able to:
- To report on a business visit or trip clearly and professionally.
Exercise 1
Situation
Direction: Read the situation for today's lesson
Alex travels to another city to meet a key client. After the meeting, he returns to BrightCore Solutions and needs to update Mr. Miller, Sarah, and Omar about the visit. He wants to summarize the results, challenges, and next steps clearly and professionally. Omar observes to learn how to report business visits effectively, and Sarah gives advice on adding helpful details while keeping it concise.
Exercise 2
Vocabulary
Direction: Listen and repeat after your tutor
Debrief
Verb / Noun
/ˌdiːˈbriːf/
Meaning:
To report on or discuss what happened after an event or meeting.
- Alex will debrief the team after the client meeting.
Touch base
Idiom
/tʌʧ beɪs/
Meaning:
To briefly communicate or update someone.
- Alex will touch base with Sarah about the client’s requirements.
Follow up
Phrasal Verb
/ˈfɑː.loʊ ʌp/
Meaning:
To take further action or check on progress after an initial event.
- Alex needs to follow up with the client to confirm next steps.
On the same page
Phrase
IPA
Meaning:
To have the same understanding or agreement about something.
- Alex ensures the team is on the same page after his trip.
Exercise 3
Office Conversation
Direction: Read the conversation aloud with your teacher.
Situation:
Alex reports back to the team after a client visit.
Alex, give me the highlights from the client meeting.
Mr. Miller
Sure. I’ll debrief the team. The client is interested in our new product.
Alex
Did you touch base with them about the timeline?
Sarah
Yes, they want us to deliver the proposal by next Monday.
Alex
Should we follow up after sending the proposal?
Omar
Absolutely. That keeps the project moving smoothly.
Alex
Good. Let’s make sure we are all on the same page for the next steps.
Mr. Miller
Thanks, Alex. This summary is very clear.
Sarah
Check Understanding
Direction: Answer the questions about the conversation.
1. What did Alex report about the client?
2. When will the proposal be delivered?
3. Why does Alex suggest following up?
Exercise 4
Study Guide
Direction: Read the study manual aloud.
Reporting on business visits or trips is essential for keeping your team informed and aligned. Start by summarizing key points, such as the client’s needs, interests, and decisions. Use professional language and phrases like “debrief the team” or “touch base” to explain your actions. Include important dates or deadlines and mention any challenges that arose.
Make sure to follow up on next steps, and confirm that everyone is on the same page about the outcomes. Use clear, concise sentences, and organize your update logically: introduction, key points, next steps. Interns or new employees should observe experienced colleagues first and take notes. A professional and structured update builds trust, ensures efficiency, and helps your team work together effectively.
Exercise 5
Choose the Correct Answer
Direction: Direction: Select the correct answer from the options A, B, or C.
1. Alex reports ___ the client meeting to the team.
A. in
B. on
C. to
2. He gives ___ debrief after returning.
A. a
B. an
C. the
3. Sarah ___ happy to check the timeline with Alex.
A. is
B. are
C. be
4. Yesterday, Alex ___ the client about the project.
A. update
B. updated
C. will update
5. Omar watches so ___ can learn how to report.
A. he
B. him
C. his
6. Alex summarizes the meeting clearly and ___ for easy understanding.
A. slow
B. slowly
C. slowness
7. The proposal is ___ important client request.
A. a
B. an
C. the
8. Alex needs to follow ___ with the client next week.
A. up
B. on
C. through
Exercise 6
Discussion
Direction: Discuss these questions to practice speaking and share experiences.
- 1. How do you summarize a business visit for your team?
2. When should you touch base with colleagues after a trip?
3. What details are most important to include in a report?
4. How do you ensure everyone is on the same page?
5. Where do you usually take notes during a client meeting?
6. How do you follow up professionally after a trip?
7. Phrases help you communicate business updates clearly?
8. Why is it important to debrief your team after a business visit?
