After every discovery call, send the recap within the hour.
Casey SpencerVoxel EnergyUses
- StartsA first or second call with a prospect ends.
- Step 1Read the call
Cardinal reads the recording or notes for the problem, the timeline and who else decides.
- Step 2Write the recap
Their problem in their words, what you agreed, and who does what by when.
ToMatt Lee, CEO at OkapiSubjectrecap + next stepsHey Matt!
Thanks so much for the time today! Here’s what I heard: new AEs take about four months to book their own pipeline, and you need that closer to six weeks before the New York hires start in January.
Next steps: I’ll send over two customer examples by Wednesday, and you’ll loop in Nina for the demo Thursday at 2!
Anything I missed?
-Devi
- Step 3Update the CRM
Stage, next step and contacts are filled in, so the rep doesn’t have to.
- Step 4Hold the next meeting
A calendar invite goes out for the date you agreed on the call.
Book a demo and we’ll set this play up on your list, in your voice, with your tools connected.
