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Customer Visit / Sales Call Report

Capture what was discussed, objections, decisions, and the next action—so momentum doesn’t die.

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b2bservicescustomer-visitsales
Use right after a call/meeting to keep follow-ups explicit and prevent "we’ll circle back" drift.

Form preview

Context
Account
TextRequired
Company / customer
[not set]
Contact
Text
Person(s) spoken to
[not set]
Meeting Date
DateRequired
When did it happen?
📅 Select date
Goal
Text Area
Why this meeting happened
Why this meeting happened
Discussion
What They Care About
Text AreaRequired
Key priorities/pain points
Key priorities/pain points
Objections
Text Area
Concerns raised
Concerns raised
Sentiment (1-5)
Rating
How did it feel?
★★★★★
Follow-up
Next Action
Text AreaRequired
What happens next
What happens next
Next Action Due
Date
Deadline
📅 Select date
EXAMPLE REPORTSample data — shows what you’ll get after recording

Example filled report

Context
Account
ACME Logistics
Contact
Sarah K. (Ops Director)
Meeting Date
02/05/2026
Goal
Understand their shift handover workflow and propose voice micro-reports.
Discussion
What They Care About
They want fewer missed follow-ups between shifts and a clear trail of accountability. Current notes are scattered across WhatsApp and email.
Objections
Concern about adoption on the floor; wants proof it’s faster than typing. Also asked about audit trail and export.
Sentiment (1-5)
★★★★★
(4/5)
Follow-up
Next Action
Send a 2-minute demo video + propose a 1-week pilot with a shift handover template and exception reports.
Next Action Due
02/06/2026
Customer Visit / Sales Call Report | Voiz Report Templates