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The meeting took half an hour. So did the admin afterwards.

A sales conversation produces two things: a picture of what the client needs, and half an hour of admin to record it. The first is the work, the second happens afterwards, often on a Friday afternoon and sometimes not at all. Below is what that costs, what a system can take over, and where it stops.

An example, not a client case. The situation recurs in real work; the numbers are an illustration.

Describe your situation See The Sprint
Two letter trays side by side, with a single red sheet of paper in the air between them.

01 · Today and after

What changes

How it goes today

The notes live in a notepad, a Teams chat or someone's head.

On Friday afternoon they go into the CRM, or they do not.

The follow-up email is written from scratch.

Commitments nobody entered no longer exist next month.

The pipeline is exactly as accurate as the discipline of the busiest salesperson.

What the system does

It pulls the commitments, the objections and the next steps out of the note or the recording.

It finds the existing account and the existing opportunity instead of creating a new one.

It updates the fields you designated beforehand.

It prepares a draft follow-up in the salesperson's own tone.

It puts the changes up for review before they are final.

02 · The arithmetic

What it costs while it stays manual

Run the sum with your own numbers. It is about the order of magnitude, not these three figures.

Worked example

12

salespeople

45 minutes

admin per day

220

working days per year

Fill in your own numbers; this is a worked example, not a promise. What is left by hand depends on how strict your CRM is set up.

03 · The boundary

What it does not do

  • It sends nothing itself.
  • It does not move amounts or stages behind anyone's back; it proposes them.
  • Recording a conversation without the other person knowing is an agreement you make, not a button I build.

Does this sound familiar?

Describe in two sentences how it runs at your end. You will hear whether this works the same way for you, and if it does not, I will say so.

This example leads to:

The Sprint
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