Sales call notes template
After a sales call you need to know what the customer needs, what’s holding them back and what was agreed. This template follows the sections of Echo’s built-in “Sales call” type, so you can use it by hand or let Echo fill it in.
When to use it
- First discovery calls with prospects.
- Product demos.
- Negotiations and closing calls.
- Renewals or upsells with existing customers.
The template
- 1
Customer needs
Problems, goals and needs the customer expresses, in their own words where possible.
- 2
Objections
Doubts, concerns or blockers they raise, with the minute they say it.
- 3
Budget and timelines
What’s said about money, timing, who decides and how their buying process works.
- 4
Next steps
Commitments and next steps agreed, with an owner and a date if they’re mentioned.
- 5
Assessment
Likelihood of closing (high, medium or low) and why, based on what was said on the call.
To get it right
- Listen more than you talk: needs come out through questions.
- Write objections down as the customer says them, not as you understand them.
- Don’t hang up without a date for the next step.
- Say at the start that you’re recording the call.
With Echo, without writing it
- 1
Before you record
On the Live or Record screen, choose “Sales call” under “Type of analysis” before you start.
- 2
For what you upload
In Settings, AI analysis, you can set “Sales call” as your “Template for your uploads”, or create a rule in Automations with “Has in its title” (for example, “demo, discovery”) and “Analyse it as”.
- 3
In a meeting that’s already transcribed
Open the Summary tab, choose “Sales call” under “Type of analysis” and click “Generate”. If you then correct the text or add names, “Regenerate” takes it into account.
Frequently asked questions
Can I get the notes into my CRM?
Yes, into HubSpot: with the integration connected in Settings, Echo creates a meeting with the summary, decisions, tasks and link, plus a HubSpot task for each task.
Can I track how often pricing or a competitor comes up?
Yes. Topics has ready-made topics such as pricing, competitors and objections that search all your calls and can alert you.
How do I send the summary to the customer?
In the Summary tab, “Follow-up email” prepares an email with the summary, decisions and next steps that you can edit, copy or open in your email app.
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Try it with your next meeting.
Create your account in a minute or ask us for a demo for your team.
