evyAI Voice Note Checklist

Post-Call CRM Notes Recording Guide

Use this checklist to ensure comprehensive voice notes for evyAI after prospect calls. Check off each item as you mention it in your recording.

Before You Start Recording

Open evyAI and click the microphone button Have the CRM Notes persona installed Ensure quiet environment for clear recording Have call notes or memory fresh in mind

1. Contact Details

Say: "Here are the contact details..."

Full name (first and last) Job title/position Company name Industry/sector Phone number (if provided) Email address (if provided)

2. Meeting Context

Say: "Regarding the meeting context..."

Date and time of call Type of interaction (call, video, coffee, etc.) How we were introduced/connected Purpose of the meeting Duration of the conversation Overall tone/atmosphere of call

3. Key Discussion Points

Say: "The main topics we discussed were..."

Primary business topic/focus Current projects they're working on Company goals and initiatives Their role and responsibilities Industry trends or market conditions discussed Mutual connections or referrals mentioned

4. Their Needs/Challenges

Say: "Their main challenges and needs are..."

Specific business problems they mentioned Goals they're trying to achieve Frustrations with current solutions Budget constraints or considerations Timeline for making decisions Decision-making process and stakeholders

5. Value I Can Provide

Say: "Ways I can help them include..."

Specific services that match their needs Relevant case studies or examples shared Resources or tools I mentioned Connections I can make for them Educational content or insights I can share Free consultation or assessment offered

6. Personal Notes

Say: "Personal details for building rapport..."

Family details (spouse, children) Hobbies and interests Educational background Previous work experience Travel or vacation plans Personal achievements or milestones Communication style preferences Mutual interests discovered

7. Action Items

Say: "My action items and commitments are..."

Information I promised to send People I agreed to introduce them to Proposals or quotes to prepare Research I need to do for them Deadlines for each commitment Resources to create or share

8. Next Contact

Say: "For next steps and follow-up..."

When to follow up (specific date/timeframe) Preferred method of contact Reason for next contact Meeting or call scheduling needed Others to include in next conversation Calendar reminder set

Recording Tips for Success

Speak clearly and at a moderate pace

Use complete sentences for better transcription

Spell out company names if unusual

Include specific dates and numbers

Use section headers: "Contact details are..."

Review the generated note before saving

Remember: The more detailed your voice note, the better your CRM entry will be!

Sales Checlist for CRM Notes