SALESCOACH — A BETTER CONVERSATION
https://salescoach.cc/sales-in-every-role

BEFORE
Person / role:
What I know (facts):
What I still need to learn:
Their likely task or decision (check, do not assume):
One open question:

DURING
What matters to them, in their words:
What they have tried:
Constraints and decision participants:
My summary, and what they corrected:
A relevant option, its cost/effort and its limitations:
Their choice: proceed / investigate / revise / pause / decline

AFTER
Agreed next action:
Owner:
Date and preferred channel:
What I promised to send or do:
How we will know the promised result was delivered:
What I learned and will change:

10-MINUTE PRACTICE
4 minutes: role-play one situation with a partner.
3 minutes: discuss what was understood, assumed and helpful.
3 minutes: try again, changing one behavior.

OBSERVER CHECK
[ ] Asked before assuming
[ ] Allowed room to answer
[ ] Reflected meaning and invited correction
[ ] Explained a relevant option and its limits
[ ] Respected the other person's choice
[ ] Agreed an owner and timing when a next step was wanted

Understanding and respect matter even when the answer is no.
Use anonymized notes. Keep private customer information in approved systems.