Demo Call Notes
Call Date
*
Full Name
*
Email
*
Phone
*
Lead Source
*
Webinar
Inbound From Ads
Outbound Set
Other
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List is empty.
Setter (if any)
Jeffrey
Luke
Josh
Self-Set
None
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List is empty.
Closer
*
Kevin
Tony
Isaiah
Collin
Ethan
Jeffrey
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You can choose more than one if needed
Outcome
*
Closed Deal
Closed LaunchPad
Deposit Secured
No Deal
Follow-Up Scheduled
Not Qualified
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List is empty.
Reason They Did Not Buy
*
None
Not a Good Fit
Lack of Capital
Spouse/Partner
Fear/Uncertainty
Logistical (Money)
Logistical (Partner)
Bad Timing
Didn't See Value
Lack of Trust
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Did you Offer?
Yes
No
Call Summary
*
Follow Up Date
Pipeline List
*
Save
Hot
General
Client
Bad Fit
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List is empty.
Date Closed
*
Revenue Generated
*
$
Cash Collected Today
*
$
Balance Owed
*
$
Payment Plan
*
PIF
Deposit
Financed
Financed Partial
Internal Payment Plan
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Payment Plan Details
*
Onboarding Checklist
*
Payment Authorization
Service Agreement
Onboarding Scheduled
None Signed
Was it a one call close?
Do they receive Marketing Ad Spend Credit?
*
Welcome Call Date/Time
Notes for CSM
*
Payment 1 (Today)
Payment 1 Amount
$
Payment 2 Date
Payment 2 Amount
$
Payment 3 Date
Payment 3 Amount
$
Payment 4 Date
Payment 4 Amount
$
Payment 5 Date
Payment 5 Amount
$
Follow-Up/Other Notes?
*
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