LESSON 35 / 60 · CUMULATIVE REVIEW
7 minConnect a conversation to its next action
A strong handoff records both what happened and what should happen next.
- 1Understand
- 2Guided practice
- 3On your own
THE IDEA
Connect a conversation to its next action
A strong handoff records both what happened and what should happen next. That uses an activity and a task rather than one vague note.
This review also updates the prospect’s status so the team can distinguish an active conversation from a brand-new enquiry.
Builds on Finish and record task status
A WORKED EXAMPLE
A simple example
A call confirms interest, the lead moves to Working, and a dated task assigns the follow-up.
A common mistakeDo not count a planned follow-up as a completed activity.
Words you’ll use in this lesson
- Activity
- A record of a conversation or completed interaction.
- Task
- A specific action with an owner and due date.
- Status
- The current position in a process.