Description
Capture discovery call notes in a consistent format – prospect, pains, goals, current solution, decision process, budget signals and next step – and spot who is ready to move.
- Automatic summary: Calls logged, Next step agreed, Hot prospects, Follow-ups overdue
- Calculated for you: Fit, Follow-up
- Drop-down menus for quick, consistent entry
- Colour-coded status and progress highlights
- Example rows and a step-by-step "How to Use" sheet
Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.
Payment & Security
Your payment information is processed securely. We do not store credit card details nor have access to your credit card information.