Customer call
Prepares a call and the follow-up after it.
- What piles up
- You open the call still searching for the last email. Afterwards the summary stays in someone’s head.
- Where it starts
- Calendar, notes, earlier mail or a CRM, if connected.
- What the agent does
- It builds a brief: who is in the room, last touch, open points. After the call it drafts the follow-up and the next step.
- What you get
- A page before the call and a text after it that you send.
- Data and tools
- Calendar, email, notes, CRM. Recordings only with consent from the people in them.
- Where you say yes
- Every email to the customer and any change of price or promise.
- Why that saves time or money
- Less prep time, fewer ‘we were going to send that’.
- What it does not do
- It does not speak to the customer and does not decide price or discount.