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07Client reporting
The process update assembles itself from the deal's memory.
Because buyer movement, meetings, and open workstreams already live in one verified deal memory, the weekly update is a draft to review, not a Friday night to lose. Every line traces back to its source.
01
Collects the week's changes
02
Separates facts from risks
03
Drafts the update with sources
Best used for
- Friday updates
- Partner visibility
- Working-group status
Control line
You review every statement and recipient before anything sends.