Call prep and contact history
Walk into every important call already caught up. A two-minute read covers your history with them, what was promised and what's still open.
Hours back
2
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
A running record per contact
Emails, texts, calls, quotes and jobs with each important customer, supplier and adviser, kept up to date as you go.
- 02
Upcoming calls and meetings spotted
From your calendar, so the note arrives before the call without you asking.
- 03
A short note before each one
Who they are, the last few conversations, what you promised them and what they promised you, and anything open (a quote, an invoice, a complaint).
- 04
Ask about anyone, any time
Text a name and get the same note back, for calls that weren't in the calendar.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
The notes are private to you. Nothing is sent to the contact, and you choose which inboxes and accounts are included.
What it's worth
What those hours add up to.
2 hours a week, over 46 working weeks, is 92 hours a year. At $50 an hour, that’s
$4,600
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
A big customer rings and you can't remember what you promised last time. A supplier wants to talk prices and you don't have their last quote to hand. You wing it, or you say you'll call back.
What we build
- A running record per contact
- Upcoming calls and meetings spotted
- A short note before each one
- Ask about anyone, any time
A month in
You stop winging the calls that matter, and promises you made stop slipping through the cracks.
FAQ
Do I need a CRM for call prep notes?
No. Call prep can work from your inbox, calendar and accounting software alone. If you already use a CRM like HubSpot, it reads that too.
Who can see the call prep notes?
Only you, unless you choose to share the notes with a manager.
More for business owners
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Bring this one to a free live build.
Thirty minutes on call prep and contact history. We build its elf with you, live, and you keep it.