CRM output
Thika Valley Broilers
What a full visit loop writes into CRM — everything below came out of two spoken conversations in the car.
Going in with
SMART objectiveConfirm the next intake order with Beatrice — specific quantities and pricing agreed before leaving the farm.
Last visit follow-up
Water sanitation discussed on last visit. Bio-Shield not yet ordered — flagged as outstanding going into this visit.
Planning to raise
Amilyte recommended given mortality sitting at 4.5% — low cost, easy conversation, natural fit given recent stress indicators.
Watch points
Mortality still elevated at 4.5% heading into harvest in 4 days. Farmer may raise concerns about whether this affects offtake or payment — be ready for that conversation.
Rehearsed
Role-played the mortality conversation with Beatrice. She asked directly whether the mortality rate would affect her payment. Rep practised positioning vet support and Amilyte as the response rather than getting defensive.
Readiness read
Well prepared. Clear objective, product recommendation justified, difficult conversation rehearsed.
In a live session these cards are generated automatically from the voice conversation. No typing required.