Customer calls
Save what a customer asked for, what confused them, and what you agreed to check.
Founders
Remember what people said and what you promised.
Your Dossier is a private memory you talk to. After a customer, investor, or hiring call, tell it what happened. Later, ask what someone said or what you still need to do.
After an investor call Saved
Call with Maya. She wants the updated pricing by Thursday. I said I would send it tomorrow. She is still worried about setup time.
Your Dossier keeps
Person
Maya is worried about setup time
Promise
Send the updated pricing tomorrow
Question
Ask whether the setup guide helped
Before the next call
Send Maya the pricing. Ask if the setup guide answered her concern.
How it helps
Useful when the day is full of conversations.
A task list can hold the big work. Your Dossier holds the details around the people and decisions.
Investor calls
Remember each question and anything you promised to send.
Hiring
Keep candidate details and questions you want to revisit.
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
- Tell it what changed your mind.
- Save the person who needs a reply.
- Say what you agreed to send.
Before you need it
- Ask what the person cared about last time.
- Check what you still owe them.
- Review the reason behind the last decision.
Questions
What this does and does not do.
Does this replace a CRM or project tool?
No. Keep those tools for shared work and reporting. Your Dossier is for the details you want to remember.
Do I need to organize the note?
No. Say what happened in plain words. Your Dossier sorts the useful details for you.
Try it after your next call.
Tell your Dossier what happened, then ask for it before you speak again.