From conversation to review
Conversation excerpt
Sales rep
“I’ll email you a proposal, then.”
Customer
“Sounds good. I’ll take a look.”
Date of the next contact
In this excerpt, the customer agrees to look at the proposal, but no date is mentioned for the next contact.
Discuss how to close the call
Review with the rep how to agree on a time and purpose for the next contact.
Illustrative example · fictional dialogue, not customer results