Using Projects and Transcripts
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If you have the time and use a note taker, save 5-10 sales calls transcripts to a folder. If not, grab any files you want to mine for data & put them into a folder.
They can be spreadsheets, intake forms, or the same types of reports that different people fill out, etc.
This will be a working session.
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Steve Ferman
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Using Projects and Transcripts
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