Template
Sales call notes template
The two things a CRM entry is usually missing are the prospect's own words and who else has to approve. Both are said out loud on the call and neither survives being written from memory an hour later.
The headings
What goes in it
1The problem, in the prospect's own words
2Objections raised, and how each was answered
3Budget, timeline, and who else has to approve
4The concrete next step, and who owns it
Copy it as Markdown
# Sales call **Date:** **Attendees:** ## The problem, in the prospect's own words - ## Objections raised, and how each was answered - ## Budget, timeline, and who else has to approve - ## The concrete next step, and who owns it -
The same template, automatic
What Ledgeur goes looking for
Choose this template before you record and the on-device model reads the transcript against exactly this list.
- the problem the prospect described, in their own words
- objections or hesitations they raised, and how each was answered
- anything said about budget, timeline, or who else has to approve
- the concrete next step and who owns it
Everything it finds still lands in the same four places: a summary, the decisions, the open questions and the action items. The template changes what it looks for, not the shape of the record, so notes from every kind of meeting stay searchable together.
Other templates
Have it filled in instead
Record the meeting and Ledgeur writes these sections from what was said, with the speakers separated, on your own machine. Free for one person, permanently.