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Deal MGMT in TODOIST/PD? - Coggle Diagram
Deal MGMT in TODOIST/PD?
First Call
Pre Call Admin Checklist
Individual
Prior History W/ Account
Closed/lost/no decision opps?
Linkedin
How long at co?
Used us previously?
Who does this person report to?
Company
Email Support on Usage (if hotline)
Glassdoor Rating
Hiring? y/n
Recent News
Post Call Checklist
Linkedin - connect with everyone up the chain at that account
Log notes in PD
Rate Myself
Admin - most of this stuff should be updated in PD
Call Flow
*outline call flow here
Technical Sale
Business Sale
Legal Review
Admin
Laws