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

☑️ Qualification Calls
🔍 Discovery
☕️ Workflow and Daily Habits
6
JustGonnaSendIt
Politicker
2
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
2
Sales Development
I will try using this one!
Ozz
Politicker
2
Account Executive
Similar - we use scratchpad.com which really helps share notes and sync in SFDC.
KingofGIF
Politicker
0
AE
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
2
🦊
Adding: affiliations, GPO memberships, mission/goals/values
Blackwargreymon
Politicker
1
MDR
Company Name / Meeting type / date
Error32
Politicker
0
ISR
Soak up as much information from managers and top performers as you can.
13

Email Template Megathread

Discussion
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12
Members only

What do you use to track notes?

Question
28