Sales & customer operations
Quote follow-up
Give every open quote a next step.
A real excerpt from this edition. Fictional example data.
NT-115 / Decision pack
Learn from an actual buying decision without rewriting it.
Learn from an actual buying decision without rewriting it. Connect decision topic, neutral prompt, interpretation to avoid 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
Sales teams preparing a voluntary post-decision interview.
Use an actual completed decision and obtain voluntary participation. Keep the conversation separate from trying to reopen the sale.
Ask about concrete events and trade-offs. Preserve the participant’s wording separately from your interpretation.
Record permitted evidence and uncertainty. Do not turn a few interviews into representative win-loss statistics.
A look inside
Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.
A qualitative interview guide, not research execution or predictive sales analysis.
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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.