Editing — The closer’s day — from booked call to filed form

Markdown. Headings, lists, tables, and > for a callout.

Details

Title

Group

Summary

Who can see it

Sales managers, offer owners and growth operators see every SOP regardless of what is ticked here — the ticks decide which reps see it.

Body

Your day is a list of calls. This is what surrounds each one.

## The morning

1. **Open the Sales Dashboard.** Check *Post-call forms owed* first — anything sitting there is yesterday's work not finished, and it is holding up the revenue numbers, the commission and the follow-up chase.
2. **Look at today's calls.** They are on your calendar and in **#3-e-booked-calls**.
3. **Read the briefs.** For any call that came through a dialer, the **Dials** tab has the dial log — the outcome, the sentiment, what they were confirmed for, and the pre-call brief the dialer's notes produced. This is the single highest-value five minutes in your day and most closers skip it.

## Before each call

- **Read the lead in Close.** Their application answers are on the lead. Asking a question they already answered on the form is the fastest way to lose a call in the first ten seconds.
- **Check the timeline.** Everything marked 🤖 is history someone else already recorded: what they applied with, whether they registered for a webinar, whether they attended, how long they watched, whether a dialer already spoke to them.
- **Check the money.** If they have paid a deposit before, it is on the timeline and on the deal. Walking into a call not knowing they already gave us $1,000 is unrecoverable.

## On the call

- **Record it.** The recording is what the AI pre-fill on your post-call form reads. No recording means no pre-fill, and it also means nobody can ever help you with a call that went wrong.
- Run your call. This handbook does not tell you how to sell — Nate does.

## Straight after the call — the part that is not optional

**File the post-call form. Every call. Before the next one if you can.**

That form is the only thing that creates a close, moves the deal, fires the outcome card in
Slack, updates the pipeline and pays your commission. A call with no form is, as far as this
business is concerned, a call that did not happen — and you will be DM'd about it hourly until
it is filed.

Full detail: [The post-call form](/ledgerline/sops/post-call-form-for-closers).

> **No-shows, cancellations and reschedules get a form too.** They are outcomes on the same
> form. "Nothing happened" is a result, and leaving it unfiled looks identical to you forgetting.

## Follow-ups

If the outcome was anything other than done-and-dusted, the form asks for **Follow-Up At** and a
**Follow-Up Reason**. On a **Deposit** those are required, and rightly so — a deposit with no
date on it is money we have decided not to collect.

What you put there is what the Reminders automation reads. It is not a note to yourself; it is an
instruction to the system.

## End of day

Closers are **not currently chased** for an end-of-day report. The post-call forms are the
non-negotiable ones. When EOD does turn on for closers, the SOP is already written:
[End of day — closers](/ledgerline/sops/eod-for-closers).

## What to watch in Slack

| Channel | What it means for you |
|---|---|
| **Direct messages from the bot** | Post-call forms you owe. Live now, hourly, aimed at you personally. |
| **#4-a-unsuccessful-payment** | A payment on one of your deals **failed**. Your deal, your call to make. |
| **#4-c-closed** · **#4-d-deposit** · **#4-f-no-close** | Your own outcomes, fanned out. |
| **#3-e-booked-calls** | New calls landing on the calendar. |
| **#1-c-closer-chat** | Your team channel. |
| **#1-f-team-wins** | Post the win. |

## Who to ask

| Question | Ask |
|---|---|
| Something about a lead, a call, a deal | **Nate** |
| Something about the offer or a student | **Marcus** |
| Something about the numbers, the portal, an alert that looks wrong | **Jordan** |
| Something is broken and nobody can work | Say so in **#1-b-team-general-chat** and tag Jordan |

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