Step by step
- Create a record with company, contact, need, stage and dated next action. Only use contacts you can legitimately process.
- Define stages: conversation, confirmed need, proposal and decision. Assign an owner.
- Review opportunities without a next action every week. Use AI to summarise reviewed notes without inventing commitments.
Template to get started
Summarise these meeting notes: [notes]. Return needs, objections, explicit commitments and next action. Write “to be confirmed” where information is missing.
Expected outcome
A pipeline with an owner and a next action for every opportunity.
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