Not every meeting is the same, so your note template shouldn't be. Here we describe the five off-the-shelf note templates Grain provides all users.
Note templates
Grain offers five pre-made templates out of the box. A note template is simply a series of AI prompts asked of Grain AI, allowing you to get the insights you need every time.
Let's review the templates!
Basic Meeting
This template will include:
A summary of the meeting
List of key talking points with time stamps
A list of next step action items gathered from the meeting
Sales Discovery
This template will include:
A summary of the meeting
List of moments where the customer discusses their needs in a solution
List of competitors mentioned during the call
List of moments where the customer discusses their budget
Who are the stakeholders in the customer's organization
List of time stamped action items from your meeting
Sales Follow-Up
This template will include:
A summary of the meeting
Pricing feedback from the customer on the product
Timing of the deal
Customer concerns
Customer Feedback
This template will include:
A summary of the meeting
What’s not working well for the customer
What’s working well for the customer
List of time stamped action items from your meeting
Partner Check-in
This template will include:
A summary of the meeting
What is the customer’s overall experience so far?
What were the core KPIs discussed?
Is the account at risk?
What recommendations were made to the customer?
List of time stamped action items from your meeting
Set your default template
Grain let's you set a default note template for customer meetings, and a separate default template for team meetings. If your meeting is a different meeting type than your default note template, you can change the note template for that meeting on the meeting recording page.
To set your default templates:
Go to your 'My Meetings' settings
Navigate to 'Templates' settings
Click the drop down menu for customer meetings and team meetings and select your desired default template for each meeting type
