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Friday, June 12
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Prepare me for Northstar’s next call
What should I ask about their buying process?
Which follow-ups did I promise today?
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What did I promise on the Northstar call?
You promised a cost comparison with a phased rollout before Mia’s Friday budget review. The first locations are still open; Sarah will check with the service teams.
Northstar · Discovery
Call commitments
Rollout questions
Northstar · Discovery
Yesterday · 2:00 PM
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Summary
Transcript
Sarah
+2
Live transcriptRecording · 12:04
SarahIf we miss a service call, they try the next dealer.
YouAcross all seven sites, how many calls do you miss?
MiaI need a cost comparison before Friday’s budget review.
Reading the conversation…
Summary
Seven sites are losing service calls. Missed-call volume still needs confirming.
Mia needs a cost comparison for Friday’s budget review.
Action items
Draft cost comparison for Mia
Outline a seven-site rollout for Sarah
Confirm missed-call volume with Sarah
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Planned: gather today’s call contextPlanned: check enabled account context
Planned: gather relevant guidanceYour sales priorities
June 12, 2026 · 7:00 AM
1.Northstar at 10:00: confirm missed-call volume before the budget review.
2.Lakeside’s 12-clinic demo is at 2:00. Bring the phased migration plan.
3.Northstar: prepare the comparison you promised Mia.
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