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WORKING DRAFT
Follow-up: Cedar & Co.
To: Jamie Ortiz · drafted from your call notes

Hi Jamie,

Great talking today. As promised, the short proposal is attached for your team.

We’re all set for a March launch.

Talk Thursday,
Alex

A FICTIONAL EXAMPLE
How it works

AI does the first draft. You make the call.

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The Working Draft method

Watch one call turn into three finished pieces.

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in

Raw notes, typed during the call

cedar & co · jamie (ops dir) + priya (finance)
- current vendor slow on reorders, 2wk lag
- want pilot w/ 2 locations
- targeting march, pending finance approval
- send proposal by thurs
- priya asked about net-60 terms??

1

Recap

Cedar & Co. wants a two-location pilot to fix a two-week reorder lag. March launch. Proposal due Thursday.

2

Follow-up email

“…We’re all set for a March launch, and net-60 terms work on our side…”

3

CRM note

Stage: Committed · Close: March · Terms: Net-60 agreed

!

The launch date

We’re all set for a March launch.
We’re targeting March, pending finance approval.

!

The payment terms

Net-60 terms work on our side.
Priya asked about net-60. That’s yours to check before anyone promises it.

✓

CRM note, corrected

Stage: Proposal · Close: March (tentative) · Open: net-60 request

Three pieces drafted in seconds. Two judgment calls caught in one read. That second part is what makes this work.

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monday · 8:02 am

Good morning. Here’s what got done while you were away.A fictional example of a fully set-up week

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