Client call note
After a sales call what matters is not how it went, but what the client needs, what blocks them, and what was promised to whom.
What ends up in the document
- The client's need and what blocks them — instead of a play-by-play of the call.
- Commercial terms: scope, price, timing, conditions, where they were said.
- Tasks split into ours and the client's.
- Objections as a separate topic, even where nothing was decided about them.
Who it is for
Salespeople, consultants, and anyone who has to type something into a CRM afterwards.
Example document
A sample layout with made-up details. Copy it and fill it in by hand, or generate the points, decisions and tasks from a recording.
CLIENT CALL NOTE
Date: 12 March 2026 · Client: [company], [contact person] · Our side: [name]
Need: replace 12 laptops in the sales team by the end of the quarter.
Commercial terms: an offer covering two models to choose from; delivery in two batches.
Objections: the delivery date of the second batch; the cost of the extended warranty.
Tasks — us: send the offer by 14 March. Client: confirm the number of seats by 18 March.
The sample gives you a transcript without a card. Free adds a summary, tasks, this template and up to 120 minutes per month; Pro costs €9.99 or US$9.99 a month.