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Speeding Up Sales Handoffs with the Two-Tap Update
Speeding Up Sales Handoffs with the Two-Tap Update
This episode discusses the 'Two-Tap Update' strategy for sales teams, focusing on creating brief and consistent call notes to improve handoffs between sales development representatives (SDRs) and closers. The method involves using two templates: 'Outcome' and 'Next Action,' which can be completed in under two minutes. The episode explains how this approach leads to more efficient sales processes, fewer questions during handoffs, and nearly eliminates no-touch opportunities. Additionally, the script introduces an AI tool using ChatGPT to extract these snippets from call transcripts.
00:00 Introduction to the Two-Tap Update
00:36 The Problem with Current Note-Taking
01:43 Implementing the Two-Tap Update
02:34 Detailed Breakdown of Snippet Templates
03:23 Ensuring Consistency and Efficiency
05:13 Leveraging AI for Note-Taking
06:20 Action Steps and Conclusion
The Play: Two-Tap Update
- Save two snippet templates:
• Outcome: “Call outcome: [result]. Objection: [x]. Next step proposed: [y].”
• Next action: “Next action: [task] on [date/time]; owner [name].” - After every call, paste both; tweak a few words; set the next-action date before closing the record.
- Friday 10-min audit: 100% of opps show a valid next action.
AI Sidecar (copy-ready prompt)
From this call transcript [paste], extract:1) Outcome snippet in one sentence (result, key objection, proposed next step).2) Next action snippet: a concrete task, realistic date/time, and clear owner.3) If the next step is missing in the transcript, propose one based on the conversation. Return only those two snippets, plain text, ready to paste into CRM. Keep each ≤25 words.
Guardrails
- Cap updates at ≤2 minutes per call.
- Do not close an opportunity without a next action + date.
- Keep snippets short; no paragraph “novels.”
Action in 5
Start (≤5 min): Paste your most recent transcript into GPT; copy the two snippets into today’s opportunities.
Finish: Use Two-Tap on 100% of calls this week and run a Friday audit.
Links
- 1-page checklist: Coming Soon
- Closable.ai
View all episodes
By Steven WerleySpeeding Up Sales Handoffs with the Two-Tap Update
This episode discusses the 'Two-Tap Update' strategy for sales teams, focusing on creating brief and consistent call notes to improve handoffs between sales development representatives (SDRs) and closers. The method involves using two templates: 'Outcome' and 'Next Action,' which can be completed in under two minutes. The episode explains how this approach leads to more efficient sales processes, fewer questions during handoffs, and nearly eliminates no-touch opportunities. Additionally, the script introduces an AI tool using ChatGPT to extract these snippets from call transcripts.
00:00 Introduction to the Two-Tap Update
00:36 The Problem with Current Note-Taking
01:43 Implementing the Two-Tap Update
02:34 Detailed Breakdown of Snippet Templates
03:23 Ensuring Consistency and Efficiency
05:13 Leveraging AI for Note-Taking
06:20 Action Steps and Conclusion
The Play: Two-Tap Update
- Save two snippet templates:
• Outcome: “Call outcome: [result]. Objection: [x]. Next step proposed: [y].”
• Next action: “Next action: [task] on [date/time]; owner [name].” - After every call, paste both; tweak a few words; set the next-action date before closing the record.
- Friday 10-min audit: 100% of opps show a valid next action.
AI Sidecar (copy-ready prompt)
From this call transcript [paste], extract:1) Outcome snippet in one sentence (result, key objection, proposed next step).2) Next action snippet: a concrete task, realistic date/time, and clear owner.3) If the next step is missing in the transcript, propose one based on the conversation. Return only those two snippets, plain text, ready to paste into CRM. Keep each ≤25 words.
Guardrails
- Cap updates at ≤2 minutes per call.
- Do not close an opportunity without a next action + date.
- Keep snippets short; no paragraph “novels.”
Action in 5
Start (≤5 min): Paste your most recent transcript into GPT; copy the two snippets into today’s opportunities.
Finish: Use Two-Tap on 100% of calls this week and run a Friday audit.
Links
- 1-page checklist: Coming Soon
- Closable.ai