Client Rossi
- RossiListen, about the renewal, I wanted to check…
- RossiFrom January we need monthly deliveries.
- AnnaSure, let’s talk after the holidays.
- MarcoWe confirm the 3% discount on the renewal.
- MarcoAnna is on it.
A call holds a decision, a fact about the client and the name of who looks after it. The rest is noise.
Quotes, minutes, contracts, emails. Only what still holds is kept.
Two hours with the people who know. Recorded, transcribed, turned into pieces.
On day one, 1.2401240 pieces of knowledge are already in place.
Not a folder per type. A neighbourhood per topic, with decisions, rules, facts and people inside. And threads from one neighbourhood to the next.
Decided at the board meeting. Applies to every quote from January.
“From the first of January services go up 4%, products stay where they are.”