Sales & customer operations
Quote follow-up
Give every open quote a next step.
A real excerpt from this edition. Fictional example data.
NT-114 / Decision pack
Locate the friction in a real customer task.
Locate the friction in a real customer task. Connect journey step, observed friction, evidence or test needed with responsibility and evidence. An action closes only when all task fields, owner and target date are entered, its state is Complete and an evidence reference is recorded.
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Start with the decision
Small teams reviewing a specific customer journey.
Choose one journey and define its real start and finish. Do not claim a complete customer-research study.
Record specific observed friction and separate it from an explanation you have not tested.
Assign a small improvement and verify the changed task. Retain the observation and result references.
A look inside
Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.
A task-friction mapping worksheet, not analytics collection or a conversion guarantee.
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Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.
A PDF reader and spreadsheet software that supports standard .xlsx formulas. The workbooks contain no macros or external data connections. Formula results depend on your inputs and your spreadsheet software recalculating them. No paid AI account is required.
Sales & customer operations
Give every open quote a next step.
Sales & customer operations
Separate likely work from wishful thinking.
Sales & customer operations
Ask the questions that could change the next step.