Free template, copy and use

Free sales call notes template

Good call notes make the next call better. This template captures what the buyer said about their pain, budget, timeline and decision process, plus objections and next steps.

Let Acta fill it in

Paste it into Google Docs, Word, Notion or an email. Replace the [brackets].

Sales call notes template

Call

Account: [company] | Contact: [name, role] | Date: [date] | Stage: [stage]

Situation and pain

[What they do today and what's not working]

Budget and timeline

Budget: [known / unknown, amount] Timeline: [date and why]

Decision makers and process

[Names, roles, steps to sign]

Objections and competitors

- [objection] | Our answer: [answer]

Also looking at: [competitors]

Next steps

[Step] | Owner: [name] | Date: [date]

How to use this template

  • Note what you still don't know; it's your agenda for the next call.
  • Write objections in the buyer's words.
  • Book the next step before the call ends.

Skip the typing

Acta records your Zoom, Google Meet and Teams meetings, with or without a bot, and writes the notes for you: a summary, decisions, next steps and action items with owners, next to the transcript. Free for 15 days.

Try Acta free MEDDPICC deal report

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Frequently asked questions

Related:

What should sales call notes include?

The buyer's situation and pain, budget, timeline, decision makers, objections, competitors and the agreed next step.

Can sales call notes fill a MEDDPICC report?

Yes. Acta's MEDDPICC, BANT, SPIN and SPICED templates fill the framework from the call and show what the call didn't cover.

Is this sales call notes template free?

Yes. Copy it into Google Docs, Word, Notion or an email and use it as often as you like. No sign-up needed.

Can AI fill in the sales call notes for me?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, with or without a bot, or in person with the mobile app, and writes the notes, decisions and action items with owners afterwards. Anything the meeting didn't cover is left out, not made up.