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Before I built DebriefSales, here's what my actual sales workflow looked like.
Finish a call. Take the recording to an online transcribing tool. Wait. Paste the transcript into a custom ChatGPT project I'd built called 'Work Coach.' Ask for coaching feedback.
Paste the same transcript into a different ChatGPT project called 'Call Summary.' Get a structured summary. Paste that into my CRM against the customer.
Pull the tasks out of the summary. Type them into Microsoft To-Do. Plan follow-ups in Microsoft Planner.
Sales trip coming up? Build a spreadsheet. Every company's address. Every contact. Order of visits. Meeting times. Helper columns for invites sent, invites replied to.
On the trip itself, log every receipt manually. Spend every evening after a day of meetings writing summaries and prepping for tomorrow.
Five tools. Two ChatGPT projects. One spreadsheet. One CRM. One inbox. Every transition between them was a copy-paste.
There had to be a better way. So I built it.
One platform. One space I work in day in, day out, whether I'm in the office or in the car.
That's @DebriefSales
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