Templates · Sales
Sales call notes
Who was on the call, what you learned, what they said hurts, and the next step with a date on it.
Opens as a doc of yours after sign-in — every section editable, nothing fixed.
On the page
On the call · Context · Discovery · What hurts · Objections · Next step
Preview
Account · Date · Stage
On the call
Name | Role | Cares about |
|---|---|---|
Context
Why now. How they found us. What they use today.
Discovery
Questions to get through
What does this cost you today, in time or money?
Who else is involved in the decision?
What happens if nothing changes this quarter?
What would make this an obvious yes?
What hurts
Objections
They said | We answered | Resolved |
|---|---|---|
Write the next step before you leave the call, with a date, and say it out loud to them.
Next step
Looking for a different starting point? Back to the gallery.