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CS to sales expansion signal

Use this when you already produce first steps from a real process by hand and keep rebuilding the shape from memory.

Use this when you already produce first steps from a real process by hand and keep rebuilding the shape from memory.

Artifact shape: SOP starter.

Reality capture.

You can paste the properties into Notion, or use the same headings in a Google doc. Review before anything leaves your desk.

When to use

  • Workflow: documentation
  • The facts already exist; you are late on the structure
  • You will use the same headings more than once
  • A human still reviews before send

When not to

  • You do not have a repeating need for this artifact yet. Do not invent paperwork so AI has homework.
  • The source facts are a fight. Resolve truth, then fill the template.
  • Someone wants public pricing, invented ROI, or affiliate copy in the fields. Leave those out.

Properties (copy)

| Property | Type / notes | |----------|----------------| | Workflow | documentation | | Artifact type | SOP starter | | Finished output | first steps from a real process | | Reuse rule | Same headings every cycle; swap facts only | | Owner | [name] | | Status | Draft / In review / Sent |

Body (copy and fill)

# CS to sales expansion signal

Goal artifact: first steps from a real process
Lane: documentation

## Checklist
- [ ] Inputs gathered
- [ ] Draft complete
- [ ] Human pass done
- [ ] Sent or filed

## Sections
### Background

### Current state

### Recommendation / next step

### Owner and date

## Notes for next cycle
-

Delete any section you do not already use. Empty sections teach people to skip you.

Prompt + same-day workflow

You need: 10-20 minutes, last cycle's version if you have one, and whatever notes you already have.

Step 1 , Dump (3 minutes)

Paste messy notes. Do not clean them.

Step 2 , Draft (4-6 minutes)

Fill this template for my documentation work.
Finished artifact should be: first steps from a real process
Artifact type: SOP starter
Angle: Reality capture.
Use only the notes I paste. Mark unknowns with [CHECK].
Plain English. No fake metrics. No fluff. No public pricing.

TEMPLATE:
# CS to sales expansion signal

Goal artifact: first steps from a real process
Lane: documentation

## Checklist
- [ ] Inputs gathered
- [ ] Draft complete
- [ ] Human pass done
- [ ] Sent or filed

## Sections
### Background

### Current state

### Recommendation / next step

### Owner and date

## Notes for next cycle
-

NOTES:
[paste]

Step 3 , Human pass (5-8 minutes)

  • Fix anything you would not say out loud
  • Fill or delete [CHECK] lines
  • One primary ask if the template includes an ask

Step 4 , Send + file

Paste into the real channel. Duplicate the page for next cycle before you close the laptop.

Definition of done

  • The output exists: first steps from a real process
  • A teammate could reuse the same headings without asking what they mean
  • You did not open five extra tools to write it

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