WEBVTT

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You meet someone.

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The conversation goes well.

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Then, where did you put their handle?

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And what did you agree to do next?

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Mish helps you keep the details, and the next step, with the person.

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Your pipeline.

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Type Jamie’s name, Instagram handle, and interest in the starter coaching program.

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You can do this in your Mish chat while the details are fresh, without opening a form for each piece of information.

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Mish adds Jamie to the pipeline with the handle you gave her.

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The record gives this new relationship a place.

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You can open it later to find the context and add the next part of the story.

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After the call, send a short recap.

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Jamie wants the starter program, the budget clears Friday, and the next step is to discuss the start date.

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Those details make the next conversation easier to pick up.

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Watch the conversation appear on Jamie’s record.

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The starter program and Friday budget are saved, with the next action attached to the call.

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You can return to the person’s history instead of trying to remember it.

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After your next useful conversation, send Mish the person’s name, what mattered, and what should happen next.

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Set a reminder when that next step needs a time.

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Your pipeline becomes a record you can work from.