The Customer Already Told You · Chapter Seven

The Field Manual

Twelve working pages, the demand sheet, the case trace, the call to the customer who left, the recovery card and the agreement, ready to carry into a room.

Ammanuel Santa Anna · ORCID 0009-0008-3244-0306

Chapter Seven of The Customer Already Told You: Finding the Gain in What Customers Already Say.

Abstract

Twelve working pages, the demand sheet, the case trace, the call to the customer who left, the recovery card and the agreement, ready to carry into a room. The chapters of this book describe five practices as people doing them. This chapter holds the working pages: the sheets, the run sheets, the question sets and the one-page templates that the earlier chapters point to and do not print. Each page is meant to be photocopied, filled in by hand, and kept in a folder that the convenor of Chapter 6 looks after. Nothing here needs software. The pages follow the order of the first ninety days, which is also the order of the chapters. Each opens with a line saying where it comes from and when in the ninety days it is used. Where a page gives a script, the words are a starting point; say them in your own voice. Where it gives a time, the time is a planning guide from practice, not a finding.

Cite this chapter

Santa Anna, A. (2026). The Field Manual. In The Customer Already Told You. Luminous Prosperity Inc. https://doi.org/10.5281/zenodo.23989070

@incollection{santaanna2026the7,
  author    = {Santa Anna, Ammanuel},
  title     = {The Field Manual},
  booktitle = {The Customer Already Told You},
  chapter   = {7},
  publisher = {Luminous Prosperity Inc.},
  year      = {2026},
  doi       = {10.5281/zenodo.23989070},
  url       = {https://business.hautelumiere.life/library/the-customer-already-told-you/07-the-field-manual/}
}

Every chapter of The Customer Already Told You

  1. Chapter OneThe Second Calldoi:10.5281/zenodo.23989057
  2. Chapter TwoThe Ticket Marked Resolveddoi:10.5281/zenodo.23989059
  3. Chapter ThreeThe Customer Who Left Quietlydoi:10.5281/zenodo.23989061
  4. Chapter FourThe Apology and the Causedoi:10.5281/zenodo.23989063
  5. Chapter FiveThe Calls That Stop Comingdoi:10.5281/zenodo.23989065
  6. Chapter SixThe First Ninety Daysdoi:10.5281/zenodo.23989067
  7. Chapter SevenThe Field Manualdoi:10.5281/zenodo.23989070

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The licence

Free to read, share, quote, translate and teach, non-commercially, for ever, under the Luminous Library Licence 1.0. Every other right is the Author’s. Deposited on Zenodo in the Luminous Prosperity community.