Sales
Prepare a client meeting in 10 minutes
Before a renewal call, ask the chat what the client bought, what they complained about and what is in their contract. Answers come from your own CRM notes and contract folder, each with its source.
- 01Type # and pick the Contracts knowledge base
- 02Ask: “What did Acme buy this year, and when does the contract renew?”
- 03Type / and look the deal up in HubSpot
- 04Ask for a one-page briefing as a Word document