Sales

Prepare the next step. Keep the customer relationship.

Incoming enquiries, pending proposals, meeting notes: start with a situation from your work.

Talk about my sales needs

Latest exchanges and a proposal to an existing contact: prepare a summary and draft message, then check the recipient and stop conditions.

These ideas need to be scoped for your business.

Ideas to scope: availability checked before any trial. Cold outreach is not included in these examples.

  • Existing contacts
  • Authorised sources
  • Commitments reviewed
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