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check_appointment_ask — Deterministic check of one appointment ask on a sales call using six fixed text-pattern rules: day, clock time, holding the time, confirmati

check_follow_up_text — Checks a sales follow-up text message against eight practices: identifies the sender and company, refers to what the customer asked about, o

call_recording_consent — Whether one party or every party must consent before a phone call is recorded in a US state, the statute, a note for sales teams, and the gr

ai_caller_disclosure — What a US state requires when an automated or AI voice assistant answers a sales team's missed calls or places an approved outbound call: th

follow_up_cadence — The follow-up sequence for a sales situation (new web lead, missed inbound call, unconfirmed appointment, no-show, quote without an appointm

roleplay_card — A practice card for a sales roleplay: a customer type (twelve, from the price shopper to the callback who went quiet) and an objection (eigh

crm_note_checklist — What a complete CRM note carries after a sales call or text thread, in five sections, with an example of a strong note and the lead statuses

call_scorecard — The eighteen-item pass-or-fail scorecard for a sales call, in five groups (open, discovery, the ask, control, close and record), with the sc