Record
We keep the source, context and details needed to respond well.
Service / 04
Every opportunity needs a next step.
A sales system holds together when the team knows the state of each contact and can review what happened after the first inquiry.
01
What it covers
Contact source and status
Interaction history
Next action
Business-linked indicators
Follow-up
We define stages and actions to prevent duplicate outreach or stalled conversations.
Measurement
We separate observed data from estimates and review decisions regularly.
NEXT STEP