The call ends. The notes are already written.
What was decided, who owns what, and by when. In the words used on the call.
Your follow-ups, in one email the next morning. Grouped by person, not by meeting.
Who to chase
Everyone who owes you something, and what.
What you owe
Your own action items, with the date you gave.
Named owners
Megan and Dana by name, never “the prospect”.
SunnysideHi Alex,
From your last meetings: who owes you what, and what is on you.
Returns the security questionnaire by Sep 29
Ashgrove Freight · Pilot review
Confirms whether Daniel needs to see the plan before signing
Ashgrove Freight · Pilot review
Share the Denver onboarding plan by Sep 25
Ashgrove Freight · Pilot review
Every call and email on the deal, in one read.
One timeline
Calls and emails with this buyer, in order.
Where it stands
Moving, quiet, stuck or paused, with the lines that say so.
Told when it moves
A Slack message when the read changes.
One call, everything after it. Notes, owners, the deal and the next call, from one conversation.
What reps ask after the first call.
Do I have to write anything after a call?
No. The note, the owners and the dates are written when the call ends.
Who owns each action item?
The person who said they would do it, by name, with the date they gave.
Where do the notes live?
In your team’s Sunnyside workspace, next to the deal.
What does the buyer get from Sunnyside?
The note, when you share its link, and the follow-up email you send. If you turn it on, a short notice before the call that Sunnyside takes notes.
Does it carry into the next call?
Yes. What was said shows up in the prep for your next meeting with them.