Call Insight Tracker Template
Instructions: Use this template to track insights from your customer calls. Fill in the details below and score your current process to identify gaps and opportunities for improvement.
Scoring guide: 1 = Never capture this, 5 = Consistently capture and act on this
| Category | Description | Score (1-5) |
|---|---|---|
| Churn Risk Indicators | Identify early signs of churn during customer calls. | |
| Product Feedback | Capture valuable feedback about your product or service. | |
| Success Stories | Document customer success stories and testimonials. | |
| Expansion Opportunities | Spot opportunities for upselling or cross-selling. | |
| Technical Obstacles | Note any technical challenges or issues raised by customers. |