# 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]