Call Summary + Action Tracker
Call Summary
- Build a renewal-ready packet early and remove uncertainty from cash dips.
- Tighten weekly review + monthly close discipline.
Action Items
| Task | Owner | Due | Proof of Done |
|---|---|---|---|
| Collect statements + screenshots per checklist | Farmer | +7 days | Files uploaded |
| Build debt schedule + renewal packet outline | Coach | +14 days | Draft PDF / folder |
| Weekly cash forecast started | Farmer | +14 days | 2 weeks of entries |
| Field profitability first-pass allocation | Coach | +45 days | Per-field table |
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