Termline: an example case study

A week at Termline's front office.

Hear the calls and read the emails and texts. On any call, you can step in and talk to Ryan yourself.

Wednesday, 1:12 p.m.

A demo started at 1:00 p.m. and the buyer never joined. Termline's agent calls twelve minutes later.

Listen to this call

RyanHi Carlos, it's Ryan at Termline. This call is recorded. You had a demo with Marcus at 1:00, and I think we missed each other.
CallerOh no, sorry. A supplier meeting ran long and I lost track of time.
RyanNo worries, it happens. Marcus can do it again Friday at 9:30 a.m. Would that work?
CallerHonestly, I'm buried. We have a renewal deadline coming up, and I don't know if I can give anyone an hour this week.
RyanUnderstood. Is that deadline a notice date on a contract?
CallerYeah. Our packaging supplier, sixty day notice, about three weeks out. Legal's still redlining the new terms.
RyanThat's the kind of date Termline keeps you ahead of. Marcus can keep it to thirty minutes, Friday at 8:30 a.m. Could you do that?
CallerI have a plant walk at nine, but 8:30 works.
RyanGreat. Friday at 8:30, thirty minutes, and you're done before your walk.
CallerCan he show how it pulls from NetSuite? That's what my boss will ask.
RyanI'll have him start there. You're set with Marcus, and the invite is on its way.
CallerGot it. Thanks for calling.
RyanAnytime, Carlos. See you Friday.
Calendar invite sent

What your team sees

Outcome: The missed demo was rebooked with Marcus for Friday at 8:30 a.m., inside 48 hours.
Logged to the CRM: Carlos, Procurement. No-show Wednesday 1:00 p.m. (supplier meeting ran long). Called at 1:12. Packaging supplier renewal, 60 day notice, about 3 weeks out, legal redlining. Wants NetSuite shown first. Rebooked Friday 8:30 a.m., 30 min, Marcus.

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