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π
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Sales Call Notes:
Customer Name
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Date:
Feb 15, 2020
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Takeaway
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Describe the main takeaway
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Goals
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π―
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Summarize your reason for calling
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β
Type plus
(+)
to link to other Paper docs
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Type /dropbox to add relevant files
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Attendees
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π₯
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Name
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Role
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Notes
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Customer contact
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Title
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Add a link to their profile
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Agenda
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π
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Stuff to talk about
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Notes
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βοΈ
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Stuff we actually talked about
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Next steps
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Thu, Feb 20, 2020
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Letβs get this done @emailaddress
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Date:
January 15, 2020
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Takeaway
β
β
Describe the main takeaway
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β
β
Goals
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π―
β
β
β
Our reason for calling
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β
β
β
Attendees
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π₯
β
β
β
β
β
Name
β
β
Role
β
β
Notes
β
β
Customer contact
β
β
Title
β
β
Add a link to their profile
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β
β
β
β
β
β
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Agenda
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π
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Points to cover
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β
β
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Notes
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βοΈ
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What we actually covered
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Next steps
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Mon, Jan 20, 2020
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Make sure we do this on time
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Emoji
Please turn on JavaScript to use Paper in all of its awesomeness. ^_^
ββDate: Feb 15, 2020
ββGoals βπ―β
ββAttendees βπ₯β
ββAgenda βπβ
ββNotes ββοΈβ
ββNext steps ββ β
ββDate: January 15, 2020
ββGoals βπ―β
ββAttendees βπ₯β
ββAgenda βπβ
ββNotes ββοΈβ
ββNext steps ββ β