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First of all the instructions should be in your file (online file). Most companies want you to do a phone shop, either with a target (person they want you to evaluate) or without (just anyone in leasing or sales). You have a scenario such as youre moving in 30 days and need a ? bedroom for yourself, and from there the salesperson should attempt to bring you in. At that point they will make an appointment for you to do an onsite tour. Or onsite shop. Take your photo ID with you when you go and stay to the instructions the client gave you. Be sure to always notice whom you spoke with first on the phone, 2nd who you talked to also. And the onsite visit make sure you get a business card from the sales person and it wouldnt hurt to also get a brochure, pamplet to back up when you send in your report at the end of the shop. You can email the salesmans card and brochure, by taking a digital picture with a good shot and send it with your report. or scanner whatever you got fax?