RepBrief
Field Notes
HabitsJuly 8, 20263 min read

The 30-second debrief in the parking lot

You will remember the outcome of today's call for a month. You will lose the useful part, the offhand comment about the new fellow starting in October, before you reach the next parking lot.

Capture color, not conclusions

CRM notes tend to record what happened: met with Dr. K, discussed product, follow up in two weeks. That is administration, not preparation. What helps you next time is the texture: who interrupted, what they said about the competitor, the frustration in how they described the scheduling system.

Three prompts, thirty seconds

Before you put the car in drive, answer these out loud.

  • What surprised me?
  • What did they say that I did not ask about?
  • What is the one thing I should open with next time?

Do it before you drive

The decay is immediate. A note recorded that evening is a summary of a summary. Recorded in the parking lot, it still has the actual words in it, and the actual words are what make an opener sound like a continuation instead of a fresh pitch.

Take this in

Three questions, out loud, before you drive. Detail captured in the parking lot is worth more than a paragraph written at night.

Walk in knowing what to say

RepBrief turns your next meeting into an opener, three prioritized questions, confident objection responses and one clear next step.