Post-Call Update
POST-CALL UPDATE
The call is finished. Take your time and accurately record what happened.
Update the Business
Record the appropriate Business Prospect Status, Interested Products and a concise Latest Sales Summary.
Create or Update the Contact
If you identified or spoke with the appropriate person, make sure their Contact information is recorded under the correct business.
Record What Matters
Capture the important problem, need, questions, requested follow-up and anything Clickova needs to know.
Does Clickova Need to Do Something?
If YES → create a GHL Task and assign it to Dhananjay Pankaj.
Essential Rule
IF CLICKOVA NEEDS TO DO SOMETHING → CREATE A TASK.
For an interested prospect, Dhananjay should be able to understand:
- WHO is interested
- WHAT problem they have
- WHICH solution may fit
- WHAT Clickova needs to do next
DNC Reminder
If the prospect asked not to be called again:
STOP future outreach and apply the required DNC/DND suppression in GHL.
The detailed Sales Outreach SOP remains the authoritative operational reference.