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Proactiveness Assessment

To judge whether you drove this deal or followed the customer across its calls and emails, with two things to change next.

Before you start: open the deal in Jiminny and run Ask Jiminny on the deal, so it can see every interaction rather than one call.

Copy the text below and paste it into Ask Jiminny ⬇️

Assess how proactively I have driven this deal across its conversations and emails: did I bring the next step, or wait to be led?

Structure the output as:

  • Moments where I proposed a clear next step or agenda unprompted — name the call or email

  • Moments where I surfaced a risk, blocker or objection before the customer raised it

  • Moments where I followed rather than led, or left the customer to set direction

  • Whether the overall pattern is driving or following, in one line

  • Finish with two things I should do differently on the next interaction

Base every point on what was actually said or written, and name the source. On a deal, Jiminny reads call summaries rather than full transcripts, so quote emails directly and paraphrase calls. Do not invent examples or judge response times. If the deal shows no proactive moment, say so rather than manufacturing one.

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