Leadership Review · Working Draft

Project Update 002 · Leadership Review

Five-Card Manager Conversation Training

Watch the update, review the five-card overview, and choose one response.

You do not need to navigate the full application or complete the training to review this direction.

Internal Working Draft 10–15 minutes Please complete by Friday, June 19
1

Watch the update

This short video explains what was built and why additional operating material is needed.

Why your input matters: The first five cards were built from the only source material received so far—the original Save-A-Deal meeting video. Additional real operating examples, screenshots, documents, and walkthroughs are needed to continue improving the project.
2

Review the five-card overview

This is the entire operating sequence. The individual training cards remain available, but they are not required for this review.

1

The Four Questions

Establish how many opportunities exist, who handled them, what happened, and what happens next.

2

From Reports to Coaching

Move from activity totals to customer-level inspection and a specific coaching action.

3

What Are We Missing?

Separate facts, assumptions, and missing information to identify the customer’s real obstacle.

4

Coach the Next Conversation

Prepare the person, channel, questions, commitment, deadline, and manager inspection point.

5

Preserve the Customer Story

Protect continuity through clear CRM documentation, ownership, factual outcomes, and manager review.

Preview the Full Five-Card Training →
3

Choose one response

Complete your response directly on this page. Email is no longer required.

The most helpful contribution right now is an existing video, document, screenshot, checklist, or real coaching example.

Please complete by Friday, June 19.