# Sales call review template

Fictional practice example by Inri Inc. Not a customer conversation or sales result.

## Sample buyer notes
"We would like a two-week pilot and a written implementation plan. We are worried about the effort of setup. Please send the plan before our next meeting."
No budget, purchasing authority, implementation date or purchasing commitment is supplied.

| Observation | Exact source | Interpretation | Review / action |
| --- | --- | --- | --- |
| Setup effort is a concern | "worried about the effort of setup" | Explicit objection | Ask which setup tasks concern the buyer |
| Pilot was requested | "two-week pilot" | Interest in evaluation | Agree pilot owner and acceptance criteria |
| Plan requested | "written implementation plan" | A follow-up deliverable | Confirm timing before committing |
| Budget unknown | No statement supplied | Unknown | Ask a suitable budget question |

## Follow-up checklist
- [ ] Confirm that the transcript can be processed.
- [ ] Separate quoted evidence from interpretation.
- [ ] Preserve unknowns; do not predict a deal score.
- [ ] Review promised actions and dates with the sales owner.
- [ ] Approve the final message before sending.