For the rep on back-to-back calls.
Prep you did not write, an answer while the buyer is still asking, and notes done before next call starts.
The prep is done before you open the invite. Built from this buyer's own emails and calls.
Who exactly am I talking to?
Names, roles and what they asked last time.
What do I need to cover?
Three things to cover, in order, from the record.
Did they ever answer me?
What is still open, in their words.
Notes, owners and follow-ups, written while you walk to the next call.
What did I promise?
Every promise, with the date you gave.
Who owes what?
Owners by name, never 'the prospect'.
What do I still owe?
An email next morning with every open follow-up.
On every call, without you asking
What reps ask before their next call.
Do I have to write the prep?
No. It is built from your calendar, your email and your past calls before each meeting.
Can the buyer see it?
No. It runs on your computer, and only you see it.
What happens after the call?
Notes with owners and dates, and next morning an email of what you still owe.
Does it keep up with back-to-back calls?
Yes. Each meeting gets its own prep, and the notes are done before the next one starts.