take2
The demonstration SALES DEMO
Demo workspaceDG
You’re exploring a fictional workspace.

TAKE2 / INTELLIGENCE

Follow-up

The planned view for replies, next actions and results.

Illustrative workspace

ILLUSTRATIVE FOLLOW-UP / PLANNED CAPABILITY

Every conversation keeps its context.

See who was approached, what happened and what needs doing next—with a route back to the original research.

  1. 1Review opening
  2. 2Approve approach
  3. 3Send message
  4. 4Review reply
  5. 5Record next step

An example working queue

Fictional scenarios to explain the intended flow. These messages and replies have not occurred.

Example only
Company / candidateConversationNext stepResearch
Atlas ManufacturingAlex MorganAwaiting reply

Expansion question shared

Check back with the operations teamNo response yetView evidence →
Meridian SystemsAlex MorganReply received

Team asked about multi-site experience

Confirm the brief before sharing a profileScope still to confirmView evidence →
Orbit EngineeringRobin ChenConversation planned

Engineering remit discussed

Clarify programme ownershipExploratory discussionView evidence →