01
Ask for scope your team can reread.
The deliverables, formats, dates, review limits and decision owner should be understandable without reconstructing a call.
Keep the outcome, relevant version and next step attached to the same deal record.
02
Use review to confirm the result.
A preview is a decision point, not necessarily the complete handoff. Attach feedback to a specific version.
Keep the outcome, relevant version and next step attached to the same deal record.
03
Keep proof where the team can find it.
When stakeholders change, the shared deal record keeps terms, versions, responses and release together.
Keep the outcome, relevant version and next step attached to the same deal record.
