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Client Call Summary
A universal client call note: context, needs, commitments, and next steps.
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general
client
handoff
Use after any call where you need clarity: what they want, what you promised, and what happens next.
Form preview
Basics
Client
Text
Required
Person or company
[not set]
Date & Time
Text
Required
When was the call?
[not set]
Details
Goal
Text Area
Required
Why did you talk?
Why did you talk?
Needs
Text Area
Required
What do they need?
What do they need?
Commitments
Text Area
What did you promise?
What did you promise?
Next Steps
Text Area
Required
What happens next?
What happens next?
EXAMPLE REPORT
Sample data — shows what you’ll get after recording
SAMPLE
Example filled report
Basics
Client
Mario
Date & Time
2026-02-06 10:30 UTC
Details
Goal
Align on template registry UX and next batch of universal templates.
Needs
Templates that feel relatable for everyone; keep fields minimal and voice-friendly.
Commitments
I will ship 10 new templates and keep them distinct from existing industry ones.
Next Steps
Mario reviews and features the best; iterate on preview UI.
Client Call Summary | Voiz Report Templates