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Attain Digital · Internal
The discovery half of the intro call. Work top to bottom while they talk — say the line in orange, tick what you've covered, type their answer straight in. Hit Save call at the end and it lands in Saved Calls with the date and the recording.
Set this before you close the laptop — it drives the follow-up.
Everything either side owes — including anything you promised them on the call. Read these back before you hang up.