Your taskHere’s my call with a customer. What’s next?
- ResearcherPrepares a brief on the customer’s companyCompany brief
- Deal managerProposes deal changes from the call and drafts an unsent follow-upProposed deal changes · follow-up draft, not sent
- Risk reviewerChecks every claim and step against the callEverything backed by the call
Deal · client A
- Stage: pilot → contract
- Open questions: price, security, timeline
- Letter: “Thanks for the call, here’s what we promised…”
