Sales Call Notes Template

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By Jerome Clatworthy

Having a template for your sales call notes is essential. It will help you keep track of important details, like who you talked to and what was discussed. A good template should include the date, contact information, objective of the call, key takeaways from the conversation, any follow-up actions needed and an overall rating to gauge your progress. Not only that but having a consistent format also streamlines the process so you can focus on closing more deals!

Another article that could be of assistance is this one: Sales Call Not Interested

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