Free note template
Call summary template that captures what was said and what you promised
Who and when, what they said, what you promised and the next touch, written straight after the call.
- 4 headings
- Tasks you can tick
- Titled "Call" and the rest is yours
Call:
The headings as the note opens. The line under each one is what goes there.
Who & when
Who you spoke to, and the date and time.
What they said
Their words on what they want, what worries them and what they asked.
What I promised
Everything you said you would do, as tasks you can tick.
Next touch
When you speak next, and what about.
What goes under each heading
- Who & when
- Who you spoke to, and the date and time.
- What they said
- Their words on what they want, what worries them and what they asked.
- What I promised
- Everything you said you would do, as tasks you can tick.
- Next touch
- When you speak next, and what about.
How to use it in ActivityTracker
- 1Open Notes and press the + button for a new note.
- 2Choose Call summary. The note opens with every heading in place and the title started with "Call".
- 3Write under each heading. The checklist items are tasks you can tick.
- 4Change it and press Save as template, and your version is in the menu next time.
More note templates
Attendees, notes, decisions and action items, with the actions as a checklist you tick off.
4 headingsThe situation, the needs and gaps, your recommendation and the follow-ups, in the order you talk them through.
4 headingsYour top three for today as a checklist, then the schedule and a place for notes.
3 headings
Questions
Start the next note with the headings already in.
Book a walkthrough to see Notes in the app.