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Step 4 of 6
Customer cards
Dana Frost
Purchasing lead · Northwind Parts (fictional) · Email, Phone
Likely style: DirectHigh confidence
Quick read and two emails agree on a brisk, task-first style.
Notes: Prefers the bottom line first.
Meeting Dana where they are
- Opening
- Skip the small talk; state why you're there.
- Pace
- Fast; respect the clock.
- Proof they trust
- Results, ROI, options.
- Close
- Give 2-3 options and let them choose.
- Follow-up
- Short summary with the decision and next step.
Sample summaries
2026-09-12 · Email sample
Short and to the point. Asks for price and delivery date with no small talk and sets a clear deadline.
2026-09-18 · Email sample
Pushes for a decision today and lists two options. Focus stays on results rather than the relationship.
Read-only fictional samples.