The call ends and three things start slipping: the follow-up you promised, the detail the client let drop, the idea for the next campaign. Offload Your Mind (working title: Long Moment) is a place to say it all as the call ends, and to ask for it back before the next one.
How salespeople and marketers would use it
- Talk through the call. Say it on the way out and it is transcribed and filed; the action items become tasks with due dates.
- Photograph the meeting notes. A handwritten or printed page is read, so the plan from the meeting room can be found again.
- Ask before the next call. “What did Acme’s CFO say about budget?” is answered from your own notes, with the sources shown.
- Keep every client together. The people and companies you mention are linked across everything else you have captured.
- Close the loops. Repeating tasks cover the weekly report, and a short review at the end of each day catches the follow-ups still open.
What we are testing
Whether sales and marketing people capture after every call, and follow through on more of what they promise, once nothing they say is lost and any client detail can be asked for back.
What happens next
The beta is private and runs with a small group of volunteers, and sales and marketing people are one of the groups it is looking for. Which follow-ups they trust it with decides what gets built for them.