The Four Questions
Establish the facts and ownership: How many? Who handled it? What happened? What are we doing next?
Open Card 1Working Draft · Manager Capability Training
Customer Opportunity Review
The Daily Save-A-Deal Operating Discipline
Customer Opportunity Review gives managers the operating sequence. These five training cards develop the judgment required to run it well. The purpose is not to copy one person’s style. The purpose is to learn what to notice, what to question, and how to turn customer information into the right next action.
StructureInterpretationDiagnosisCoachingAccountability
From Reports to Coaching
Move beyond reading the report. Interpret what the numbers mean and decide where leadership attention is required.
Open Card 2What Are We Missing?
Diagnose the customer’s real obstacle instead of automatically solving the first stated objection.
Open Card 3What Happened to the Other Five?
Inspect unconverted conversations and reopen opportunities that might otherwise disappear inside an activity report.
Open Card 4CRM and Communication Quality
Inspect whether the CRM preserves the customer’s story and whether communication is useful, relevant, properly sequenced, and easy for another employee to continue.
Open Card 5