Forecast deals from recent sales calls

Task

The agent reviews about a week of sales calls using Granola, Gmail, the calendar and the Notion CRM, and judges whether each of a set of prospects could start paying by the end of the month. For each it records the signals for and against, what was agreed and what's still needed, groups it as likely, possible or timing unknown, with evidence, and picks the one next action that would help most. In the Notion CRM it sets the forecast and adds that action as a to-do.

Run details