Sales
Research in fifteen minutes. The call is still yours.
An assistant can gather what is already public about an account and lay it next to the notes you have. It should not invent a reason the deal slipped.
What the note is allowed to contain.
3Questions for the call
1Source on every fact
0Reasons the model guessed
What changed, who is new, and what you already promised. Sources named.
Useful for a list. Weak when it sends before a person reads the note.
The model can point at a missing date. It does not move the stage.
The number still belongs to the manager. A missing next step is a flag, not a new number.
The rep opens the note first
If the research is wrong, the call is worse than having none. Read it. Then decide what to ask.
THE STEPThree questions, written down
The workflow ends in questions a person can ask, not in an email that already left.