Build the foundations of a deal room of your dreams. After the very first sales call, set up a follow up page in just a few clicks. Create a personalized page that summarizes the call, the action plan, and resources all in a few clicks.

Start your follow up page with a TLDR - summarize your conversations so far, resources that will be helpful, and next steps.

Create a template with your personal quick links. The best is your calendly link - so your customer always has a quick way to access time on your calendar.

Create a template with the links to you most shared resources, so you don't have to go and hunt down the links every time you add them to a Distribute page or email.