Sales call notes template

# Sales call

**Date:**  
**Attendees:**  

## The problem, in the prospect's own words

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## Objections raised, and how each was answered

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## Budget, timeline, and who else has to approve

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## The concrete next step, and who owns it

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• Write the problem in the prospect's words before translating it into your product language. A later hand-off is much more useful when it preserves the phrase that made the buyer care.
• Keep objections separate from feature requests. An objection is a reason not to buy now; a request may be useful information, but it does not tell you what is blocking the deal.
• End with one mutually understood next step. If there is no date or owner, record that as an open question instead of creating a false commitment in the CRM.

• 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.