Sort Capture Notes Into Jobs, Pains, And Gains

Sort each note by what it represents in the customer’s world. Customer jobs Customer pains Customer gains Produce board-ready monthly service reports Manual reconciliation creates weekend overtime before every board packet Cut the time needed to assemble board reporting by half Resolve eligibility cases within the statutory window Escalations spike when cases sit untouched for more than five days Give supervisors same-day visibility into aging cases bucket-grid check-bar chip-tray

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