Written By: Jim Murphy, Founder and CEO of Afterburner, Inc. (Greg@AfterBurnerSeminars.com, 1-800-261-2912)
Introduction by Karen Deis - The ultimate outcome, and how we make our money, is by closing loans. When you read this article, think about how "debriefing sessions" could work in your office where everyone learns where things started to break down and what your team can do to correct internal problems to provide "flawless execution" at each and every closing.
Advertising executives on Madison Avenue often use an interesting document called a Call Report. A Call Report (or a Conference Report) is the official summary of an important meeting between a client and the agency, and it details the next steps that have to be taken, as well as the various approvals and changes that were agreed to in the meeting.
The Call Report is an outstanding way to summarize a meeting. You have the minutes of the meeting, some important notes, key decisions recorded, and a roadmap of what to do next. It's all there in black-and-white. But step back. What's really going on here? It may be an excellent way to summarize a meeting, but by what process does a Call Report get created? More to the point - how do you end a meeting? Do you have someone issue a Call Report, or do you end a meeting by having an equally important meeting called a Debrief.
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