Call and meeting notes template


Step-by-step outline of the life cycle of meetings and phone calls. Supports note taking and follow-through.



  • Your conversations will be more efficient, focused and meaningful.
  • Proactively decide the purpose of a call or meeting and potential topics for discussion.
  • Align your expectations from the start.
  • The notes section is concise. You’ll remember to pare down your meeting to essentials, making it easier to remember what was discussed.
  • The follow up section reminds you to keep the momentum going and take action as agreed.

Receive both MS Office Word (.docx) and Word 97-2003 (.doc) documents with purchase.


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