AI Notes for Sales Representatives
How to Summarize Prospecting Calls
Prospecting calls are a critical component of the sales process as they help in identifying and qualifying potential leads. Taking accurate and structured notes during these calls is crucial for remembering key information about prospects and ensuring personalized follow-ups. Proper documentation aids in building stronger relationships and improving conversion rates by allowing sales teams to tailor their approach based on past interactions.
But what should you include in your meeting notes? We have compiled a list of key points to include in your meeting notes.
Key points to include in meeting notes for sales representatives
- Participants: Who were the participants in the call, including their roles and company names?
- Purpose of Call: What was the primary objective or purpose of this prospecting call?
- Needs and Pain Points: What specific needs or pain points did the prospect mention during the conversation?
- Current Solutions: Did the prospect discuss any current solutions they are using to address their needs, and what are they?
- Budget Information: Was there any discussion about budget constraints or available budget for a solution?
- Decision-Making Process: Did the prospect provide any information on their decision-making process or timeline for making a purchase decision?
- Key Objections or Concerns: What key objections or concerns did the prospect raise regarding potential solutions?
- Next Steps Agreed Upon: Were any next steps agreed upon by both parties, such as scheduling a follow-up meeting or sending additional information?
- Competitor Mentioned: Were any competitors mentioned during the call, and if so, which ones and in what context?
- Call Outcome: How would you summarize the overall outcome of this prospecting call; was it positive, neutral, or negative?
How to automate
But why take notes manually when you can use AI to do it for you? Today's AI can transcribe meetings, summarize key points, and even identify action items. Instead of being distracted by typing and writing notes, you can focus on the conversation.
Here's how:
- If you don't already have a voice recorder that allows you to customize your summaries, download LazyNotes from the App Store.
- Navigate to Settings > Meeting Templates and tap the + button.
- Copy/paste one of our templates and/or customize your own. Tap Save.
- Start your first recording and choose your new template any time during the call.
- Enjoy customized notes emailed right to your mailbox!