This demo is best on a laptop.
Email the session notes
Paige wrote these from your call with Dana. Check them, then send them to you and Dee.
ToJess RomeroDee Morgan · trainer
SubjectYour call with Dana Reyes: notes and 5 to-dos
What happened
- Dana had 3 late trucks last month. Each cost a weekend of sales.
- Dana has used the same carrier for six years.
- Marcus Hale, her CFO, signs off and wants the numbers.
What she agreed
- 8-week pilot on 4 stores, starting Oct 14
- $385 a route. Signed on the call.
- First week paid by card, $1,540
Best moment · 04:12
You asked what late deliveries cost.
One thing to fix · 11:30
Put a number on the cost before you talk price.
To-dos
Where the to-dos go
Your list3 to-dos · shown on your home screen
Dee's list2 to-dos · added to her morning list
Dee's to-dos land on her morning list, ranked by Halden's priorities.
Paige sends this automatically after every call once you turn it on in Settings.