| Task | Starting material | Human check |
|---|---|---|
| Meeting preparation | Approved account information | Identify unknowns rather than invent them |
| CRM summary | Invented call notes | Check decisions and named owners |
| Follow-up draft | Agreed next steps | Check every date and commitment |
What could a practical exercise look like?
Give the group invented meeting notes containing facts, assumptions and unresolved points. Produce a CRM summary and a follow-up draft. A colleague must trace each commitment to the notes before approving the draft.
What working document could the team keep?
A CRM note template, a follow-up draft and a commitment-checking routine.
What needs particular care?
Avoid uploading private customer information without approval. No message is sent during the exercise. Dates, offers and commercial commitments require review by the account owner.
What should you prepare before the session?
Bring one representative task and explain who performs it, which sources are available and who reviews the result. Agree the tools and documents authorised for the exercise before sharing anything. The final programme, trainer, dates and quotation are defined during scoping.
