🎯 Learning goals
- What makes the person/company lose opportunities? How many/times? How? Why?
- What's making them lose time on a daily basis?
- What does their workflow look like? Internal structure?
💬 More info
Include additional information and background about the customer if relevant
🔮 Magic wand
Ask the customer what he wishes existed to solve the problem mentioned in the call. Why?
💻 Workflow tools
Document any notable tools or software that the customer relies on
⭐ Next steps and commitments
Conclude note with next action items and any commitments made to the customer
Glossary for Emojis in notes
- :) = Excited
- :( = Angry
- ⚡ = Pain point
- 🥅 = Goal with solution
- [x] = Obstacle
- ⤴️ = Workaround
- ✅ = Feature request/needed
- 💲 = Budget
- 👤 = Key contact mentioned
- ⭐ = Next steps/commitment (time, reputation or money)