Call Spotlight Next Steps Identification

  • 3 October 2023
  • 2 replies


I’m hoping someone can provide some insight on how Call Spotlight identifies discussion points for Next Steps. I’m preparing some best practices for my team, and I’d love to provide a way for them to ensure the correct items are captured. For example, should I encourage them to always say “As a Next Step...” or use the words “next step” or “action item” or similar? 

2 replies

Userlevel 6
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Good question @SashaG! I’ll tag in some folks who have experimented with Call Spotlight for some input here. 

@Joe Barrow @Robbie Wilson @Ruth Levi Lotan @Mike O'Neill @Logan Cookingham @Joe Klimschot @Sam Levis 

Userlevel 6
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CC @Lauren Olsen in case you have any tips as well 🙂