Next Step Template
The Next Step Template below is free to preview and install in Zealos. Flags any meeting that ended without a next one booked, and drafts the note that books it. The absence of a booked next step is the most reliable sign a deal is dying.
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Install this next step template in your workspace
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Tracks introductions promised in both directions and closes only when an intro actually appears to someone who wasn't in the thread before. Intros are the highest-value thing that gets dropped most often.
Catches what you committed to on calls, in email, Slack and LinkedIn — then checks your sent folder to see whether it actually went out. Closes itself when you kept it, escalates when you didn't.
Anything you sent that expects a reply — email, LinkedIn DM, Slack, a proposal — and hasn't got one. Nudges with the follow-up already written.