Compose the CRM relationship record and routing decision
Drafts the CRM entry for the engagement — what worked, contact context, and a Grow-vs-Monetise routing recommendation with a suggested follow-up horizon — while context is fresh.
In / outEngagement close-out context + contact details → CRM record draft with routing decision and follow-up timeline
You might say…
“This organiser is a potential re-book but I need to record why now, not six months later when I've forgotten the details.”
What it does
Drafts the CRM entry — what worked, contact context, and a Grow-vs-Monetise routing recommendation with a suggested follow-up horizon (re-book, referral, congratulatory move). Used in one sitting at close-out while context is fresh.
Trigger: Use in one sitting at close-out, while the engagement is fresh, to capture the relationship signal and commit to a follow-up posture.
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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