1
Watch the project update
This video explains why Customer Opportunity Review is being moved back to priority, how the daily action tool works, and where the source-video material now lives.
Project Update 004 · Customer Opportunity Review
Daily Action Tool for Live Opportunities
Watch the update, review the Customer Opportunity Review draft, and choose one response.
Project Update 003 built the Sales Process Foundation direction. Project Update 004 returns priority to the immediate operating discipline: a practical Customer Opportunity Review tool managers and salespeople can use now.
2
Review the Customer Opportunity Review draft
Open the daily action tool and inspect whether the flow is practical enough for a manager to use in-store. The training page now carries the source-video material and five-card foundation.
Operating Review
What this update gives us
The Customer Opportunity Review page is no longer just a place to preview training. It now functions as a daily manager action tool.
Core operating point
The purpose is not to admire a report. The purpose is to decide what customer action needs to happen today and inspect whether it happened.
The review sequence
- Pull live opportunities
- Sort by action needed
- Assign ownership
- Coach the next customer contact
- Document the CRM
- Inspect completion
Why it matters to the Training Hub
This gives managers a practical operating page that connects CRM visibility, Save-A-Deal logic, follow-up coaching, and end-of-day inspection.
Bridge to Sales Process Foundation
Customer Opportunity Review identifies what happened. Sales Process Foundation teaches what should happen inside the customer interaction.
Language and concepts to preserve
The Four QuestionsHow many? Who handled them? What happened? What are we doing next?
Target BuilderTurn live customer opportunities into specific follow-up targets with owner, action, due time, and manager check.
CRM Source of TruthMap the guest sheet, customer intel, notes, ownership, and next action back into CRM.
End-of-Day InspectionVerify whether the customer was contacted, CRM was updated, and the next action is clear.
3
Choose one response
Use the buttons below to upload CRM examples or source material, provide feedback, or confirm that you reviewed the proposed direction.
The most helpful contribution right now is CRM source material: screenshots, statuses, example notes, guest-sheet flow, follow-up process, or video examples of Customer Opportunity Review.
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Upload CRM screenshots, video files, guest-sheet examples, process notes, spreadsheets, or other Customer Opportunity Review material.
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