Skip to main content

Custom Note Template

You can edit the name of the "note" but it would very helpful to be able to define a template in the field. In all of my notes I follow a templated way to ensure that I'm connecting with the other person.

Who referred me:

Personal Info:

What did they talk about:

What did I talk about:

How can I help them:

How can they help me:

Next steps/ follow up

Status: Under Review2 comments

Log in to comment and vote

Comments2

  • Matthew Silberman changed status to Under Review
    •

    Feb 18, 2025

  • Vladislav

    •

    Oct 2, 2024

    Very much needed. Especially helpful for conducting 121s.