New people
Save where you met and what they wanted to discuss.
Business development
Remember people, conversations, and follow-ups.
Tell your Dossier who you spoke with, what mattered to them, and what you agreed to do. Before the next conversation, ask for the details you need.
After a conference Saved
Met Lena from Northstar. They are opening a second office in September. I offered to introduce her to Sam, and she asked about our small-team plan.
Your Dossier keeps
Person
Lena works at Northstar
Detail
Second office opens in September
Promise
Introduce Lena to Sam
Before the follow-up
Introduce Lena to Sam. Include the small-team plan in your reply.
How it helps
Useful when relationships take time.
A CRM can track a deal. Your Dossier helps you remember the person and the conversation around it.
Introductions
Remember who you offered to connect and why.
Follow-ups
Keep the next step attached to the right person.
A simple routine
Brief it after. Ask before.
You do not need to clean up the note or put it in a folder.
After it happens
- Say where you met.
- Save what mattered to the person.
- Brief any introduction or follow-up you offered.
Before you need it
- Ask what you spoke about last time.
- Check whether you owe an introduction.
- Review the person's latest question.
Questions
What this does and does not do.
Does this replace our CRM?
No. Use the CRM for the shared sales process. Use your Dossier for the personal details you want before a conversation.
Does it collect contact information in the background?
No. It only holds what you choose to brief.
Review the conversation before you follow up.
Tell your Dossier what happened, then ask for the details before your next message.