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NORTHSTAR · DISCOVERY CALLAFTERCALL COMPLETE
Call notes
Spoke to Maya at Northstar.
Current process takes two days.
Wants to run a pilot in October.
Send scope by Friday.
Maya will share it with finance.
Follow-up email
Great speaking today. I have pulled together the pilot scope we discussed...
Next steps
Us · Send pilot scope by Friday Them · Share scope with finance
CRM summary
Company: Northstar Contact: Maya Timeline: October pilot
One simple workflow
The admin after the call, handled in one place.
01
Paste your notes
Bullets, fragments and shorthand are fine.
02
Review the detail
All three outputs arrive together, ready to edit.
03
Send and update
Open the email, assign next steps and update your CRM.
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