# Sales discovery call notes template

Date: [add date]
Participants: [add names]
Purpose: [add purpose]

## Buyer context

[Record the person’s role and the workflow discussed. A job title alone does not prove purchasing authority.]

## Problem & current approach

[Describe the current process, a recent failure, and what the buyer already tried. Use their account rather than your product’s feature categories.]

## Business impact

[Preserve the buyer’s stated impact without adding ROI or urgency they did not express. Mark missing metrics explicitly.]

## Decision process & timing

[Ask who else evaluates a change, what criteria they use, and whether a deadline is real or aspirational. Do not fill budget fields from intuition.]

## Questions & objections

[Record unresolved concerns in the buyer’s language. Distinguish a request for information from a reason they will not proceed.]

## Mutual next step

[Write the action each party actually accepted. Do not imply a demo booking, trial, or commercial commitment without agreement.]