What mattered: reporting is her condition.
She brought up the fall campaign's missing reports twice ("I have no idea if it did anything") and called monthly numbers non-negotiable.
Client-stated
Your notes.
Follow-through record · For the account executive and sales manager · Review before sending
Nothing agreed yet. Next step: call Dana after the 15th.
Dana wants a spring campaign in market before garden season opens in mid-April. She will judge it on monthly reporting, which the fall campaign never delivered. She mentioned a budget of "probably $2,500 a month." Nothing was proposed or agreed.
RecapDonefrom your typed notes, 40-minute call
Actions logged4three from the notes, one follow-up reminder
CRM changes4staged, not saved
Needs you3send the email, confirm the CRM changes, pin a date
00 / The short version
What happened and what's next.
The sections below hold the detail behind these points.
What we learned: the budget depends on Rob.
The budget is "probably $2,500 a month, maybe more if I can show my brother it works." Rob co-owns the store and handles the books.
Client-stated
Your notes.
What's next: call after the 15th.
The follow-up email is drafted and waiting for you. The CRM changes are staged until you confirm them. The billing check is on your list.
Next action
Owner: you. Due: after the 15th, no exact date.
01 / Who
Two people in the room.
In person at Dana's office, Tuesday, about 40 minutes.
| Person | Role | Attendance |
|---|---|---|
| Dana P. | Co-owner, Hartley's Home & Garden | Attended |
| You | Account executive | Attended |
| Rob | Co-owner, handles the books | Not present · mentioned by Dana |
02 / Shown
Nothing shown is recorded.
The notes don't mention any deck, demo or report being shown on this call.
03 / Asked
One question from Dana, not answered yet.
Questions she asked and what happened to each.
| Question | Answer given | Status |
|---|---|---|
| What do you have for younger homeowners? | Not discussed ("didn't get into it") | Open |
04 / Heard
What she said that should shape the plan.
Quoted from your notes. Nothing here is interpreted.
| Signal | Type | From the notes |
|---|---|---|
| Timing: in market before mid-April | Client-stated | "garden centers open mid-April, wants presence before that" |
| Trust: the last campaign never reported | Client-stated | "I have no idea if it did anything." Raised twice. |
| Budget: indicated, not committed | Client-stated | "probably $2,500 a month, maybe more if I can show my brother it works" |
| Reporting: monthly, required | Client-stated | "she wants numbers monthly. non-negotiable for her" |
| Possible story: outdoor kitchen display rebuild in March | Client-stated | "thinks that could be a story?" |
| Billing: she thinks she overpaid in November | Client-stated | "invoice thing from Nov still unresolved? she thinks she overpaid" |
05 / Decisions
None yet.
No package, budget or start date was agreed. The deal stays in Discovery.
Stage evidence
Discovery: budget and timing were discussed, and nothing was proposed. The notes record a next step: "she said call her after the 15th."
06 / Actions
Three actions from the notes, plus the follow-up.
For the three actions from the notes, owners and dates appear only where the notes state them. The follow-up reminder uses the team's 24-hour rule.
| Type | Action | Owner | Due | Status |
|---|---|---|---|---|
| Next step | Call Dana once she's back from the buying trip. Brief for that call "she said call her after the 15th" | You | After the 15th · no exact date stated | Needs a date |
| Seller reminder | Check the November invoice with billing. "check w/ billing" | You | No date | Waiting on billing |
| Client request | Bring options for reaching younger homeowners. "asked what we have for younger homeowners" | Unassigned | No date | Open |
| Team reminder | Send the follow-up email (drafted below). | You | Team rule: within 24 hours of the call | Needs you |
07 / Open questions
Answer these before the email goes out.
Each one comes from a gap in the notes.
- "After the 15th" has no exact date. Can you pin one down in the email?
- More budget depends on showing Rob it works. Should the proposal review include him?
- Has billing confirmed the November invoice? Until it does, the email says "checking."
08 / Draft email
Ready for your edits.
It confirms what you heard and states the next step, with no pricing or performance promises. It goes out only when you send it.
Dana —
Thank you for the time Tuesday. What I heard: you want to be in front of customers before garden season opens in mid-April, and monthly reporting is a requirement. I'm also checking with billing on the November invoice.
I'll call after the 15th, once you're back from the buying trip, with a campaign outline built around those dates. If it's useful, I'll include options for reaching younger homeowners, since we didn't get to that.
If anything changes with the outdoor kitchen project timing, let me know. It could shape the plan.
09 / CRM changes
Staged, not saved.
Nothing is written to the CRM until you confirm. Fields the call didn't settle stay blank.
| Field | Current | Proposed | Basis |
|---|---|---|---|
| Spring campaign opportunity: stage | — | Discovery | Needs confirmation |
| Next step | — | Call Dana after the 15th | Stated |
| Amount | — | $2,500/month indicated, not committed | Needs confirmation |
| Close date | — | — | Not stated |
10 / Sources
What this record was built from.
Only these sources were used.
| Source | What it supplied |
|---|---|
| Your call notes | Everything in Heard and Asked, and the first three actions. Quotes are copied from the notes word for word. |
| Account record | Contact names and roles, the fall campaign, current stage |
| Billing | Not yet checked; the November question stays open |
Next action
Call Dana after the 15th. Owner: you. Due: no exact date stated. First, send the email and confirm the CRM changes.