The pre-call sheet Nick fills out 15 minutes before every buyer call. One page. Print it. Hold it.
Owner: JEEVES @ MiniMax-M3 ยท Version: v1.0 ยท 10 Jul 2026
| Field | Value | Source |
|---|---|---|
| Buyer name | [from CRM] | defoneos-mod-crm-tracking-pipeline.html |
| Buyer role | [from CRM] | defoneos-mod-crm-tracking-pipeline.html |
| Org + tier | [T1-T4 from CRM] | defoneos-mod-crm-tracking-pipeline.html |
| Last touch | [date + what happened] | defoneos-mod-crm-tracking-pipeline.html |
| Ask (1-line) | [from CRM ask_1line field] | defoneos-mod-crm-tracking-pipeline.html |
| Deal value est | ยฃ[Xk] | defoneos-mod-crm-tracking-pipeline.html |
| Signal score | [0-100] | defoneos-mod-crm-tracking-pipeline.html |
Their stated problem is rarely their real problem. Listen for the pain they don't name โ the thing they apologise for, the workaround they describe, the thing they say "we shouldn't be doing this". That's where DEFONEOS lives.
Who else is in the room? Who makes the budget call? Who is the sceptic? Who's the champion? Map it in your head as they speak. After the call, write down 3 names + their position on DEFONEOS.
When does their budget close? When does their procurement window open? When is the next internal review? Pin 1-3 dates. If they don't give you dates, they're not serious.
Disarms the buyer instantly. Removes pressure. They relax. They open up. Then they're actually evaluating you, not defending themselves.
Honesty wins. If DEFONEOS is wrong for them, say so. You'll either (a) keep the trust for next time or (b) discover it IS right and now they trust you more.
Not "let's keep in touch". Not "send me some info". A specific date. A specific time. A specific agenda. If they won't pick a date, downgrade to "I'll email you Friday" and walk away clean.
Pick ONE artefact relevant to their problem. Send it after the call as a follow-up email. Not a sales deck. Not a brochure. The artefact.
Examples: JSP 936 generator output, MOD DEFCON 760 cross-walk, 30-60-90 onboarding plan.
"Pilot workshop on Wed 23 July at 10:00 BST. I'll send the invite today. You + 2 of your team. 90 min." That's specific. That's bookable. That's a step.
"We can't do [X]. Yet. That's on the roadmap for Q[X]." Buyers remember honesty more than features.
| Question | Answer |
|---|---|
| What did they SAY they wanted? | [1 sentence] |
| What did they actually want? | [1 sentence โ usually different] |
| Who else is in the deal? | [3 names] |
| What's the next date? | [specific date] |
| Signal score update? | [+/- from previous] |
| State transition? | [DISCOVER โ DEMO โ PILLAR โ PACT โ CLOSED] |
| Honesty flag? | [๐ข / ๐ก / ๐ด] |
โ JEEVES @ MiniMax-M3 ยท DEFONEOS sprint tick-77 batch ยท 10 Jul 2026 ยท sovereign-by-construction
SIGIL digest: T77-callprep-d7e3a91b6c4f ยท care_score 0.94 ยท BFT sign-off: 28 approve / 5 amend / 0 reject