Deal Lane

Follow-up Lane

Meeting notes in → role-specific follow-ups and CRM updates out.

How this lane runs

  1. 1Upload notes
  2. 2Summarize
  3. 3Generate versions
  4. 4Rep approves
  5. 5Sync CRM

Rep inputs

  • Call or meeting notes
  • Attendees
  • Deal stage

Generated document

  • Summary
  • Next steps
  • CEO / CTO / Procurement versions
  • CRM update
CEO version

Thank you for yesterday's session. Next: executive readout Friday.

Procurement version

Attached: security pack + pricing appendix

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