A short list for the five minutes after a call, so that your notes are useful to you and to your colleagues. For the full sheet, see the sales call checklist.
Choose "Save as PDF" in the print dialog. Nothing is sent anywhere and no account is needed.
When to use it
Use it after every call, before you start the next one or move on to another task.
The checklist
Post-call notes checklist
Checklist
Facts
Date, time and who took part.
The purpose of the call and the outcome.
The customer's situation in two lines.
Anything that changed since the last contact.
In their words
One or two sentences exactly as the customer said them.
The main concern or objection.
What they said mattered most.
Commitments
What you promised, with a date.
What the customer promised, with a date.
The agreed next step.
A reminder set for the follow-up.
Learning
What went well.
One thing to change next time.
Whether the call needs a coach or a colleague.
DIRI AI · diriai.com · Training material, not legal or financial advice.
Replace the [square brackets] with your own facts and adapt the wording to your own voice.
How to use it
Write the notes before you do anything else; delay makes them vague.
Keep to facts and quotes, and leave out guesses about the customer's character.
Copy the commitments to your calendar before you close the record.
Practise it before you dial
In DIRI AI an AI customer, clearly marked as AI, answers your call and reacts the way a busy person might. Matching scenario: Respectful scheduling of a follow-up. The Free plan costs nothing.