Artifacts · Monday · seven blocks
Discovery Recap
A Discovery Recap is composed from a call you have already reviewed, so no line in it is a guess about what was said. It hands you the facts that went onto the deal, the people whose position changed, and the mail to send — and it lists the questions the call left open as open, rather than quietly rounding them off.
When you reach for it
Monday, while the call is still in your head and before the next one starts.
What's in it
Every block this artifact writes, in the order it writes them. One of them is set out in full below, on a real deal — the rest are named and nothing else, because a block filled in to look good on a marketing page is the one thing this product refuses to do.
What came out of the call
What went onto the deal
Who's new, and who changed
Questions the call left open
Economic Buyer
Mentioned once, by somebody else, for nineteen seconds. Never spoken to.
No source in 3 calls and 1 email thread
Paper Process
Nobody has said what it takes to serve notice, or what security wants from a new vendor. It has not been asked.
No source in 3 calls and 1 email thread
Your next two or three moves
The follow-up email, ready to send
Your CRM paste
The filled block is Halden Freight, the deal the home page works, read off 3 calls and 1 email thread and nothing else. The other blocks are named here and left empty on purpose.
This is what comes out. What goes in is the call you already had.
14 days free, no card, no call.