Recall the agreement
With the source in view.The earlier decision or plan appears on a short card, with the email or document it came from.
What was agreed.
Right when it’s asked.
Check-ins, onboarding calls and business reviews depend on context. Ajenzo brings up the rollout plan, the earlier agreement or the open issue from your sources while you talk.
Listening: Google Meet (Chrome)Live
A phased rollout was agreed
Start with the pilot team, then review.
- Pilot team goes first
- Wider rollout follows the feedback review
SAY
We agreed to start with the pilot team, then review before rolling it out more widely.
Rollout confirmation email · customer correspondence
The momentTrust is built
Trust is built
on remembered details.
A customer who has to repeat themselves loses confidence. The plan, the promise and the open point are usually written down. They just aren’t in front of you when the question comes.
“What did we agree about the rollout?”Onboarding plans and confirmations
“When is the next phase planned?”Project documents and calendar
“Was the issue from last month resolved?”Earlier conversations and email
“Which features are on our plan?”Plan descriptions and contracts
Example questions. The cards on this page are illustrations.
Pick up the thread.
With the right context.
Spot what needs confirming
Before you promise it again.When something said doesn’t match your sources, the difference comes into view so you can check it.
Close the loop
A recap after the call.Decisions, responsibilities and open questions together, so the follow-up is ready when the call ends.
Your customer’s story,
in one place.
Onboarding plans
Rollout plans, success plans and review decks as PDF, Word or PowerPoint.
Gmail
Confirmations and promises in your correspondence with the customer.
Earlier conversations
What was discussed in the previous check-in.
Bring it into your
next conversation.
Connect your knowledge and stay with the person in front of you.