A sales call notes template built for discovery and follow-up calls. It captures what your CRM needs: the buyer's situation, their pains in their own words, objections, who decides, budget, timeline and a dated next step.
Free to use and adapt, no signup. The .docx opens in Word, Pages and Google Docs (File → Open → Upload).
Company: [Account] Date: [Date] Call type: [Discovery / Demo / Follow-up]
Attendees (buyer): [Names, roles] Attendees (us): [Names]
Wave AI's free meeting minutes generator transcribes the recording with speaker labels and fills in this structure for you: attendees, discussion, decisions and action items with owners. You can also paste a transcript from Zoom, Teams or Google Meet. No account needed.
Paste this into a Notion page and the headings, lists, checkboxes and tables become Notion blocks. It also works in Obsidian, GitHub, Confluence and any Markdown editor.
# Sales Call Notes **Company:** [Account] **Date:** [Date] **Call type:** [Discovery / Demo / Follow-up] **Attendees (buyer):** [Names, roles] **Attendees (us):** [Names] ## Buyer context - **Company:** [Size, industry, locations] - **Current solution:** [What they use today] - **Why now:** [Trigger for the conversation] ## Pain points - [Pain, in their words] - [Impact: time, money, risk] ## Objections and concerns - [Objection] — [How we answered] ## Decision process - **Decision makers:** [Names, roles] - **Champion:** [Name] - **Budget:** [Stated budget or "not discussed"] - **Timeline:** [Target date] - **Competitors:** [Others being evaluated] ## Next steps - [ ] [Next step] — [Owner] — [Date] - [ ] [Next step] — [Owner] — [Date]
The buyer's situation, their pains in their own words, the impact of those pains, objections and how you answered them, the decision process, budget and timeline as stated, and a next step with a date and an owner.
Yes. The decision process section covers budget, authority and timeline, and the pain points cover need, so it maps to BANT directly. For MEDDIC, add metrics and decision criteria lines under Decision process.
Copy the Markdown or the formatted text and paste it into the call or activity note in Salesforce, HubSpot or Pipedrive. The headings keep the note scannable for whoever picks up the deal next.
Yes. Upload the call recording to Wave's free meeting minutes generator and choose "Sales call": it pulls out pain points, objections, the decision process and next steps. Check your local rules on recording calls and tell the buyer you are recording.
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