Warm-up
Check yourself
Before your call you want to record it for better notes. What's the right approach?
Exercise 4
Run a Full Call Cycle With Duet
About 30 min
Your task
You'll set up a call-prep routine in Claude Duet, get a brief for a real or practice call, then turn your notes into an approved follow-up email and CRM update. You'll end with a reusable brief format and a follow-up you actually sent.
- Time
- 30 minutes
- You'll need
- Claude Duet (or regular Claude with Gmail, Calendar and Drive connected if you're still on the waitlist), your Pipeline from Exercise 3
- Builds on
- Lesson 4
Coaching clients
This course comes with private coaching.
Private coaching with David opens every course here, with a syllabus built around your business. Already a client? Sign in with the email you paid with.