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.
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