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Favorite Notes
Proposal Strategy – TechNova
"Send revised proposal by Monday with all add-ons. They're very price-sensitive, so highlight ROI..."
JCJohn Connor
March 25, 2025Key Talking Points – BrightCorp
"Focus on security and compliance features. They're in final review phase. John Carter has stro..."
JCJohn Connor
March 25, 2025Objections Handling – Davis Tech
"Top concern is onboarding time. Prepare 2-week fast-track plan to ease their worries."
JCJohn Connor
March 25, 2025List Notes
Discovery Call – GreenTech
"Alex emphasized the need for custom reporting. They're evaluating three vendors but leaning towa..."
JCJohn Connor
March 25, 2025Onboarding Tasks – New Clients
• Welcome email• Kickoff meeting...
JCJohn Connor
March 25, 2025Q2 Goals – Internal Sales Team
"Target: Increase close rate by 15%. Focus on upselling to existing clients. Weekly performance..."
JCJohn Connor
March 25, 2025Follow-Up Checklist – Alex Spencer
• Send case studies• Schedule call for March 26...
JCJohn Connor
March 25, 2025Demo Feedback – Davis Tech
"Emily liked the automation flow but requested a lighter UI for their mobile reps. Suggested sending..."
JCJohn Connor
March 25, 2025Internal Content Requests
• Create one-pager for "AI Features"• Write FAQ on user roles...
JCJohn Connor
March 25, 2025