Post-call recap

Send the follow-up while the demo is still fresh.

Use this after the walkthrough to turn the client's launch idea, CRM/export path, and decision timing into a polished recap email and proposal next step.

Decision Room Monday Handoff Monday Demo Link Proposal Builder Decision Path

Which first launch should AIRES scope?

Who owns approval and launch inputs?

What CRM/export path should day one support?

Recap inputs

Fill in the few details that make the follow-up feel specific.

Client / brokerage Contact name Recommended track First launch idea Decision owner Success metric CRM / export path Approval timing

What resonated on the call Next ask

Recap-to-proposal closeout

Use one closeout path after the call.

Once the recap inputs are filled in, use this sequence to send the follow-up, point the client to the right decision room, and open a prefilled proposal draft without retyping the same details.

Record

Meeting Tracker first

Capture decision owner, launch fit, next touch, proposal track, support tier, CRM/export path, and whether the client email was sent.

Recap

Send one follow-up note

Use this page to generate the recap while the client's exact launch idea and objections are still fresh.

Propose

Move to Proposal Review

Send Monday Handoff first, then Proposal Review only after the recap and scope lock clarify first launch focus, approval owner, CRM/export path, and support package.

Save proof in the Hub

Use the Launch Artifact Vault after proposal movement to keep approval packets, handoff exports, access proof, and support records together.

1. Send recap

Use the generated recap email to anchor the conversation in the client's first launch idea and decision owner.

2. Open Monday Handoff

Give the client one follow-up index for What You Get, Decision Room, Scope Lock, CRM worksheet, Proposal Review, and first-launch inputs.

3. Build proposal

Open the generated proposal link so package, CRM/export path, access model, success metric, and timing are already filled in.

4. Record outcome

After sending the recap or proposal, record the durable Monday outcome in the private Meeting Tracker.

Open Decision Room Open Monday Handoff Open generated proposal Record Hub outcome

Generated proposal link updates from the recap inputs above.

Post-call command links

Record, recap, propose, archive.

Use these in order after the walkthrough. Client-facing links stay public; private Hub links stay internal operator actions.

Monday Handoff

Client-safe post-demo index for recap, Decision Room, Scope Lock, CRM worksheet, Proposal Review, and First Launch Plan.

Open

Record Meeting Outcome

Durable private Hub record for the call outcome, next touch, proposal stage, and follow-up owner.

Open

Client Decision Room

Client-safe follow-up room for recap links, decision questions, CRM worksheet, and first-launch inputs.

Open

Proposal Review

Single client-facing approval path once scope, support tier, access model, and CRM/export path are clear.

Open

Proposal PDF View

Print or save the formal proposal after the proposal builder has the right assumptions.

Open

Launch Artifact Vault

Protected archive for approval packets, handoff packets, CRM/import proof, access exports, and support readiness.

Open

Approval packet

Make sure the follow-up asks for decisions, not vague interest.

First launch focus

Decision owner

Success metric

CRM/export path

Access model

Approval timing

Links included

The recap points them back to the right assets.