Closer Signal

ACTIVE PROSPECT

Closer Signal ready

PROSPECT & DEAL TRACKER

Customer snapshot

Record type (use the buttons above) Rep Name Industry for this prospect / deal Status

QUICK SETUP SUGGESTIONS

Useful details to track

Good reminder ideas

What’s happening with this prospect / deal? Sale amount Manager assisted? Manager assist notes Customer state Contract signed Next follow-up / calendar Rescission days override Big deal override What matters to them Known facts / numbers

SALE QUALITY / CANCELLATION CONTROL

Why they bought Pitch / verbiage that moved them Cancellation warning signs Was the deal shaken? Shaken / QA notes Buyer confidence Post-sale status Cancellation / rescission reason Save action / follow-upWhat saved the deal?

READY TO STORE THIS DATA?

Nothing above is permanently saved until you press this button. Closer Signal will store this prospect or deal, notes, transcript, and any follow-up/calendar date.

Not saved yet.

SAVE + ORGANIZE

Put this prospect or deal into Closer Signal memory

Database storage

Save the customer, prospect/deal details, notes and transcript. If you set a Next follow-up above, it will also appear in Follow-Ups and Calendar.

🔎 Saved Intelligence 🗓 Calendar

Not saved yet.

Ready to coach

What did the customer say?

Use their exact words. Closer Signal will use the deal history above to help you handle the objection and choose the next move.

Customer statement

CONVERSATION

Conversation transcript

No transcript yet.

CLOSER SIGNAL MEMORY

Saved Intelligence

🔎 Search saved data

Find Tap to Talk transcripts, customer notes, objections, prospects, deals, and check-ins after they are saved.

Customer snapshot

Put this prospect or deal into Closer Signal memory

✓ Saved and organized

What did the customer say?

Likely real objection

Direct

Coach scorecard

Conversation transcript

Saved prospects & deals

Company playbook

Saved Intelligence