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Meeting notes

Northstar · Discovery

Yesterday · 2:00 PM

SarahMiaSarah, Mia & you
Reading the conversation
What mattered

Sarah wants a phased transition so all seven locations can keep serving customers.

Your commitment

Albin will include the rollout plan in the cost comparison for Mia’s Friday budget review.

Still open

Sarah will check with the service teams. The rollout order is not yet decided.

Today · 2:00 PM

Northstar follow-up

SarahMiaSarah, Mia & you
Where you left off

Keep service calls moving through the seven-location rollout.

Bring
Your cost comparison and phased plan for Mia.
Ask
Which locations should go first?
From yesterday’s discovery

We haven’t decided which locations should go first. Let me check with the service teams.

Sarah · 13:18

Start a step
closer to the buyer.

Walk in with the context that makes a first question better. The people, the last conversation, and what you said you would bring.

Meet your Sales Brain

The original words.
A clearer next move.

A useful summary keeps the buying concern and your commitments in view. Return to the transcript when the exact words matter, or add your own note while it is fresh.

Ask about the conversation
SarahNorthstar

“We can’t have all seven locations changing at once. We need to keep taking service calls while we switch over.”

In your summary

Keep service calls moving.

Sarah wants a phased transition so all seven locations can keep serving customers.

Your follow-upDraft
ToSarah · Northstar
SubjectNorthstar · rollout and next steps

Hi Sarah,

I’ll include a phased rollout in the cost comparison for Mia’s Friday review, so your teams can keep taking service calls during the transition.

Which locations would you want to start with? That will help me shape the plan around your priorities.

Thanks, Albin

The call just ended.
You’re not starting over.

Carry your commitments into a follow-up draft. Address the open question, keep the promise, and decide what to send in your own voice.

A little less to carry.

  1. 01

    Before: bring the context

    See who you’re meeting and what you already know.

  2. 02

    During: stay with the buyer

    Keep listening. Let the useful details find their place.

  3. 03

    After: make the next move

    Review the summary, add your judgment and shape the follow-up.

A few things
you might ask.

Does a bot join my meeting?

No meeting bot is added. SalesViking is a native Mac companion. Follow your organization’s policies and the consent requirements that apply to your conversations.

Can I return to the original conversation?

The meeting workspace brings notes, a summary and the transcript together, so you can check the exact wording instead of relying only on a recap.

Are these real customer calls?

No. These are illustrative product examples with sample people and deal details. They show the workflow, not access to your accounts.

Does it send the follow-up?

A prepared follow-up is a draft for you to review. You choose what to change and what to send.

More room to listen.

Bring a wingman to the conversation. Keep your attention on the person in front of you.

Get for Mac
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