β€‹β€‹β€‹πŸ“žβ€‹ Sales Call Notes: Customer Name
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​Date: Feb 15, 2020

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​​Takeaway
​​Describe the main takeaway
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​Goals β€‹πŸŽ―β€‹ 

  • ​​Summarize your reason for calling
  • ​​Type plus (+) to link to other Paper docs
  • ​​Type /dropbox to add relevant files
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​Attendees ​πŸ‘₯​ 

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​​Name
​​Role
​​Notes
  1. ​​Customer contact
​​Title
​​Add a link to their profile
  1. ​​
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​Agenda β€‹πŸ“‘β€‹ 

  • ​​Stuff to talk about
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​Notes β€‹βœοΈβ€‹ 

  • ​​Stuff we actually talked about
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​Next steps β€‹βœ…β€‹ 

  • ​
    Thu, Feb 20, 2020
    ​Let’s get this done @emailaddress
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​Date: January 15, 2020

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​​Takeaway
​​Describe the main takeaway
​​

​
​Goals β€‹πŸŽ―β€‹ 

  • ​​Our reason for calling
  • ​​

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​Attendees ​πŸ‘₯​ 

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​​Name
​​Role
​​Notes
  1. ​​Customer contact
​​Title
​​Add a link to their profile
  1. ​​
​​
​​

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​Agenda β€‹πŸ“‘β€‹ 

  • ​​Points to cover
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​Notes β€‹βœοΈβ€‹ 

  • ​​What we actually covered
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​Next steps β€‹βœ…β€‹ 

  • ​
    Mon, Jan 20, 2020
    ​Make sure we do this on time
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