Sales Call Notes Template

Ever had a sales rep tell you a deal is going to close and it doesn't? And then you miss your number.

CEOs don't like that. That's how sales leaders get fired. So, let's not let that happen to you.

The only way to accurately forecast sales is to actually know your deals.

The way you know your deals is by having your sales reps log sales call notes in a consistent way for all of their opportunities.

This is the sales call notes template I use.  Here's how it works.

As the VP of Sales, I have a Deal Strategy Review call with every sales rep every week for 30 mins.

Before each call with each sales rep, I read through their opportunity notes and document all of the red flags and questions I have about their deals.

Then, when we sit down together for our Deal Strategy Review, rather than updating me on every deal, we immediately focus on at-risk opportunities and work through a plan to de-risk and advance them or release them.

This helps me KNOW the deals in our pipeline, forecast more accurately and hit our revenue number, so that I get to keep my job and keep getting paid!

Click "Add to Cart" and checkout. I'll immediately send you a link to make a copy of the Google Sheet template to use for your team.

I train our sales team to log call notes in a standardized way with this Sales Call Notes Template. It makes it easy for me to gather the information I need to evaluate all of the opportunities in their pipeline.

Here's what's inside the template:

• Sales Call Notes Template: This gives you the framework to input how you want to design your sales call notes best practices.
• Sales Call Notes Example: This is an example of how we do it. If you run a sales team for a B2B SaaS company, you could probably just copy this exact approach and realize great results. After we were acquired, I was running sales for a much larger sales org with a more complex sales. That's when we modified our sales call notes template to support the MEDDICC sales methodology.
• Sales Call Notes Fields for CRM (AI-Powered): This is an AI-powered template that enables you to plug in your current sales methodology, and AI will generate a suggestion for the required fields to include within your CRM on the opportunity record. Try it! 
• Bonus Go-to-Market Checklist: This lists a sequence of best practices steps to take when bringing products to market.

Here is how you can quickly download this call notes template and start knowing every deal in your team's pipeline with greater clarity:

1. Review all tabs to familiarize yourself with the content.
2. Determine your sales methodology and the CRM fields required to support your methodology. These fields are where your reps will input their notes.
3. Document the fields required within your CRM and then input example notes for how you want them structured.
4. Gather input from your sales leadership and reps. Iterate based on valuable feedback.
5. Then implement the fields in your CRM and conduct trainings for your sales teams.
6. Once they are trained, they are expected to do this. It was a non-negotiable. If they didn't do it, we would have to talk about transitioning them to their next opportunity outside the company. That's how serious we take sales call notes.

This is how we KNOW our deals. This is what we use to forecast sales more accurately, instead of using arbitrary percentages based on the stage of the opportunity.

Plus, detailed sales call notes like this helped our customer success team better understand the customer problems and vision post-sale. It was also helpful for revisiting closed-lost opportunities months or years later because we can look back at historical context into prior opportunities.

You can immediately download the Sales Call Notes Template. Click "Add to Cart"  and checkout. I'll send you a link to the Google Sheet that you can copy.