Harbor field notes
Field narrative and follow-up system for a sales crew that lives on the road.
All work
The brief.
Harbor's sales crew lived on the road and their follow-ups lived nowhere. Good conversations evaporated between visits.
We built a field-notes system: a two-minute structure for capturing what a buyer actually said, and a route for where each note went next.
What moved.
How it ran.
Ride along
A week on the road made the constraint obvious: any system longer than a voicemail was dead on arrival.
Two-minute format
Three prompts — heard, risk, next — turned a conversation into a note before the engine cooled.
Route the notes
Notes flowed to the one person who could act, with a line already drafted. Follow-up stopped depending on memory.
