What are we capturing?

Who

Find a company

What happened

Outcome

Engagement

The interest

Side

Products — the obligation category the ticket covers

Volume

t

Period

Price / reference Geography — country of the obligation

Process

KYC — they ask us to submit our docs to onboard us

Next step

Follow-up date

Notes

Job title / phone (if you found out)

Closed a deal on this call?

✓

The meeting was written to the CRM.