Triage contacts and recommend next action
Reviews each newly-met contact with its conversation context and any promised follow-up, then recommends a routing decision per contact — CRM, colleague pass, warm email, or drop — with a short reason.
In / outPost-event contact list + conversation context + promises made → routing decision per contact with reasoning
You might say…
“I would come back from events with a stack of business cards and no idea what to do — this converts chaos into a clear action list.”
What it does
Reviews each newly-met contact with its conversation context and any follow-up promised, then recommends a routing decision per contact (add to CRM, pass to a colleague, send a warm email, or drop) with a short reason. The judgement step that converts a raw contact list into actionable triage. Used immediately after an event.
Trigger: Use immediately after an event to convert the raw contact list into actionable triage before memory fades.
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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