From unstructured customer meeting to razor-sharp business insight
Pär Svensson has a Teams meeting with a potential customer. The customer explains that the team is losing track of follow-ups, that decisions get stuck in chats, and that they need better structure in their internal work.
The customer mentions follow-ups are often missed - ask what typically happens after a meeting today.
Decisions seem to be made verbally but not documented - ask the customer to describe where decisions are usually stored.
The customer says multiple teams are involved - confirm which people are affected by the solution.
The deadline was mentioned as "soon" - ask the customer to confirm exactly when they want the proposal.
The customer talks about better control - follow up with: What information are you missing today to make faster decisions?
The customer mentions that current workflows create extra administration - ask how much time the team spends on manual follow-up each week.
A clear summary of the customer's needs
The customer's key problems and requirements
The decision that Pär will send a proposal before Friday
An action item assigned to Pär with a deadline
Recommended next steps before the follow-up
Questions to raise in the next meeting
Searchable meeting history so the team can find exactly what the customer said
Business intelligence on recurring customer needs and patterns over time
