Log an Interaction

Under two minutes — capture it now while it's fresh.

~2 min

The essentials

1. Which board?

2. Who did you meet/speak with?

3. Date of interaction

4. Type of interaction

5. Who from C2 GPS participated?

Tap the mic to dictate — perfect right after a meeting.

6. What did you hear?

7. What matters to the customer right now?

8. Were any concerns raised? (creates an issue)

9. Did we make any commitments? (creates a commitment)

10. Does anything need executive attention?

Flags this on the dashboard.

11. What should happen next?

12. Who owns the follow-up?

13. Follow-up due date