Call Summary

Caller: [Your Name]
Prospect: [Prospect Name]
Company: [Company Name]
Role: [Prospect Role]

1. Pre-Call Setup

2. Introduction & Qualification

You say: "Hi, may I speak with [Prospect Name]?"

(Once connected)

You say: "Hi [Prospect Name], this is [Your Name] calling from Fire Safety Works. I know you're busy, so I'll be brief."

You say: "We're a company that's 100% focused on building software for the fire protection industry. We specialize in helping service contractors like [Company Name] solve some of the unique operational and digital challenges you face, mainly around streamlining field work and eliminating paperwork."

You say: "I was hoping to ask you just a few quick questions about your current process to see if our Equipment Tracking System might be a good fit. Would that be okay?"

Gatekeeper Path

You say: "No problem. Could you please pass a message to the owner? My name is [Your Name] with Fire Safety Works. We provide a specialized software platform that helps fire protection contractors streamline their inspections and reporting."

You say: "The best person to speak with would be the one who manages the service operations. Could you confirm the best email address to send a brief follow-up to?"

3. Needs Discovery

Your goal is to have a conversation and understand their process. Use these questions to guide the discussion and take notes below.

You ask: "To get a sense of your operation, roughly how many assets do you inspect and maintain across all the properties you manage?"

You ask: "How are you and your techs currently tracking those assets and documenting the inspections? Is it mainly pen and paper, spreadsheets, or something else?"

You ask: "Once an inspection is done in the field, how long does it typically take to get the final report or certificate into the customer's hands? What causes the biggest delays in that process?"

You ask: "Are you currently using QR codes on the assets you service? If so, what do you use them for?"

You ask (Final thoughts): "When you think about your current process, what's one thing that works really well that you wouldn't want to change? And on the flip side, what's the one thing you wish you could snap your fingers and fix?"

4. Problem Diagnosis

Based on your conversation, check all the business problems the prospect mentioned. The system will automatically rank the solutions and prepare a tailored closing statement for you.
Paperwork & reporting is slow / manual
Reports have errors or illegible handwriting
Difficult to prove service history for an asset
Field data capture is inefficient (pen/paper)
No central view of all assets and their status
Managing multi-site clients is complicated
Wasting time driving paperwork to office
Losing track of sales quotes & follow-ups
Managing maintenance contracts is manual
Inaccurate inventory management

Ranked FSW Solutions (Based on your selection)

5. Closing Statement & CTA

Use the powerful, tailored closing statement below. It's generated based on the #1 ranked solution that solves their biggest problem.

Your Tailored Closing Statement:

Select one or more business problems above to generate a tailored closing statement.

6. Call Outcome

Log the final outcome of the call for reporting.

7. Final Conversation Summary

Review the complete summary of your call. You can copy this text or use the "Save as PDF" button to export it.
Click "Generate Summary" to see the full conversation details.