Use this template to efficiently record key details from your calls. Capture essential elements such as core challenges, objectives, concerns, and strategic approaches. A call recap resource is essential to maintaining an accurate record of your meeting's outcomes and ensuring clarity in the follow-up actions for both you and your customer.
CALL OVERVIEW:
Summarize the basic details of the call for quick reference.
Date of Call šļø | Customer's Company š¢ | Participants šš¼āāļø |
|---|---|---|
[MM/DD/YYYY] | [Company Name] | [Names of Participants] |
THE PROBLEM STATEMENT:
Define the core issue discussed during the call.
Main Issue Discussed:
Every [Frequency], [Customer's Company] encounters [Problem], leading to a loss of [Cost]. This issue aligns with broader challenges in [Sector/Department].
Main Problem Identified š¤ | Impact on the Company š | Worsening Factors āš¼ |
|---|---|---|
[Problem Description] | [Impact Details] | [Worsening Elements] |
OBJECTIVES AND PRIORITIES:
Outline the customer's key goals and priorities from the discussion.
Objectives š | Priorities š | Timeline for Achievement šļø |
|---|---|---|
[Goals] | [Priorities] | [Expected Timeline] |
FEARS AND FRUSTRATIONS:
Document any concerns or frustrations expressed by the customer.
Fears Expressed š | Frustrations Mentioned šļø |
|---|---|
[Fears] | [Frustrations] |
CHALLENGES:
List specific challenges the customer is facing related to the problem.
Challenges Identified š | Implications š |
|---|---|
[Challenges] | [Implications] |
DESIRED OUTCOMES:
Capture what the customer hopes to achieve by resolving the problem.
Desired Outcomes š«µš» | Importance to Customer š |
|---|---|
[Outcomes] | [Importance] |
RECOMMENDED APPROACH:
Provide an overview of the solution you proposed during the call.
Solution Proposed š | Testing/Validation ā | Key Success Factors šļø |
|---|---|---|
[Your Solution] | [Testing Done] | [Success Factors] |
ACTION ITEMS POST-CALL:
Track tasks and commitments made by both parties following the call.
Your Next Steps š£ | Customer's Commitments š | Next Meeting Date šļø |
|---|---|---|
[Your Tasks] | [Customer's Tasks] | [Follow-up Date] |
NEW INSIGHTS GAINED:
Note any new information, goals, or problems identified during the call.
New Information About Customer š | Business Goals š | New Problems Identified š |
|---|---|---|
[New Insights] | [Goals] | [Problems] |
