Run a discovery-call template so the note writes itself better
Structure a customer discovery meeting so the AI note captures the fields a team actually needs later.
Your current discovery notes are broad summaries, which makes follow-up, CRM updates, and internal handoffs inconsistent. Design the note around downstream sales decisions, not around generic recap habits. If the note only has a summary box, important discovery signals such as objections and decision process get flattened into narrative and become hard to retrieve later. Choose the fields Create sections for pain, current workflow, stakeholders, decision process, objections, budget or timing, and next step. These are the fields the team actually needs for follow-up, forecasting, and handoff. Use the fields live During the call, listen for statements that belong to…
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