Call Summary

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

1. Pre-Call Setup

2. Introduction & Hook

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

(Once connected)

You say: "Hi [Prospect Name], I'm [Your Name] with Fire Safety Works."

You say: "We specialize in helping businesses like [Company Name] manage their online reputation. We help our clients get significantly more positive online reviews for jobs well done, and then effortlessly turn their best reviews into high-performing social media posts in just a few minutes."

You say: "I was hoping for your help with just a couple of quick questions to see if we could help [Company Name] in either of those areas. Do you have a moment now?"

3. Needs Discovery

Your goal is to diagnose their main challenge. Use these questions to determine if their focus should be on Reputation Management or Content Creation (AI Studio).

You ask: "On a scale of 1-10, how happy are you with the number and quality of reviews you're currently getting on platforms like Google?"

You ask: "How are you currently encouraging customers to leave reviews?"

You ask: "Now, thinking about marketing... how are you using your customer feedback or reviews in your social media or on your website? Is that a manual process for you right now?"

You ask (Final thoughts): "If you could wave a magic wand, what would be the one thing you'd fix about your customer reviews or your social media marketing process?"

4. Problem Diagnosis

Based on their answers, check all the business problems the prospect mentioned. The system will recommend the best product to pitch for the demo.
Not getting enough reviews
Worried about negative reviews
No system to ask for reviews
Struggling to create social media content
Social media takes too much time/effort
Don't know what to post online
Want to improve Google ranking / local SEO
Not leveraging positive customer feedback

Recommended FSW ORM Solution:

5. Closing Statement & CTA

Use the powerful, tailored closing statement below. It's generated based on the 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.