Selling.
WHERE IT HELPS
Preparing for a call Drafting outreach and follow-up Summarising a conversation Preparing proposals Answering objections
THE HIGHEST-VALUE HABIT
The follow-up within an hour of a call.
"Here are my notes. Write a follow-up confirming what we discussed and the next steps with dates."
Most representatives never send it.
FOR PREPARATION
Research the prospect yourself, then supply what you found.
"Here is what I know about this company. What should I ask? What are they likely to be concerned about?"
FOR OBJECTIONS
"A prospect said [objection]. How would I respond honestly, without being defensive?"
WHAT TO NEVER DO
State a fact about a prospect that came from a model Send generated outreach in volume Promise anything in a draft you did not intend
FOR CRM NOTES
Turning rough notes into a usable record.
