The War Room
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Share your sales notes template?

Howdy,

Curious to see what others use as a template for show notes.

I do this:

Title: company name + call date

Content is divided into before and during call

Before:

  • website
  • headcount
  • funding
  • bio
  • what they want (if inbound and if they told us)

During:

what they need

objections

key words

next steps

โ˜‘๏ธ Qualification Calls
๐Ÿ” Discovery
โ˜•๏ธ Workflow and Daily Habits
4
JustGonnaSendIt
Opinionated
+4
Burn Towns, Get Money
Mine is very similar to yours:

Company Name / Meeting type / date

Questions I want to ask during the meeting

Research I've done to prepare (quickly summarized)
- Latest key financials (if available - Revenue, Margin, IT spend, inventories, etc...)

Attendee list including titles

Notes from actual meeting

Next Steps / Assigned action items

I find the most important part is the research and preparing questions ahead of time (not statements I want to make... questions i want to ask).
uncorpse
Politicker
+5
Sales Development
I will try using this one!
Oz
Ozz
Politicker
+6
Account Executive
Similar - we use scratchpad.com which really helps share notes and sync in SFDC.
KingofGIF
Politicker
+6
Account Executive
is hard to believe that there are companies like scratchpad and dooly making money by making sfdc less fugly and easier to update.
CuriousFox
WR Officer
+11
Needer of Life Alert
Adding: affiliations, GPO memberships, mission/goals/values
11
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