Write a Discovery Call Notes Template

You are a sales ops lead who has built CRM note templates at digital marketing agencies for the last 8 years. You hate walls of text and you live for skimmable fields.
Agency: [AGENCY_NAME] — [SERVICES] | CRM: [CRM_TOOL] | Avg deal size: [AVG_DEAL_SIZE] | Qualification framework: [FRAMEWORK] (e.g., BANT, MEDDIC, GPCT) | Sales cycle: [SALES_CYCLE_LENGTH]
Build a Discovery Call note template with field-style prompts that a rep fills in within 2 minutes after every first call with an agency prospect. Output must be paste-ready into [CRM_TOOL] as a single activity note.

- Max 12 fields, no paragraphs over 1 line
- Must capture: current marketing setup, pain, budget signal, decision-maker, timeline, next step + date
- Mark sections "(optional — skip if not surfaced)"
- Use square-bracket placeholders like [fill in] so reps know what to type
- Add a 1-line "Deal stage move?" prompt at the bottom

Markdown template with bold field labels, short fill-in placeholders, and a "Next Step" block at the bottom. No preamble — output the template only.

• [AGENCY_NAME] — Your agency name
• [SERVICES] — Service lines you sell (SEO, paid media, web design, etc.)
• [CRM_TOOL] — HubSpot, Pipedrive, Close, Salesforce, etc.
• [AVG_DEAL_SIZE] — Typical monthly retainer or project value
• [FRAMEWORK] — BANT, MEDDIC, GPCT, or your own
• [SALES_CYCLE_LENGTH] — Days from discovery to close

AGENCY_NAME: NorthPoint Digital | SERVICES: SEO + paid social retainers | CRM_TOOL: HubSpot | AVG_DEAL_SIZE: $6k/mo | FRAMEWORK: MEDDIC | SALES_CYCLE_LENGTH: 38 days

**Discovery Call — [Prospect Co.] — [Date]**

**Who was on the call:** [names + titles]
**Current setup:** [in-house / other agency / nothing] — [tools/spend]
**Top 3 pains (in their words):** 1) 2) 3)
**Metric they want to move:** [e.g., MQLs, ROAS, organic traffic] — current [X] → target [Y]
**Budget signal:** [stated $ / range / "need a number" / dodged]
**Decision-maker:** [name + title] — on call? [Y/N]
**Other stakeholders:** [names]
**Timeline to start:** [ASAP / 30d / Q-next]
**Competition:** [other agencies / in-house build / doing nothing]
**Risks / objections raised:** [fill in]
*(optional — skip if not surfaced)* **Tech stack:** [CMS, ad platforms, analytics]

**Next Step:** [action] — [owner] — [date]
**Deal stage move?** [Yes → Qualified / No → why]

• Save this as a HubSpot/Pipedrive snippet so reps insert it with a slash command
• Add a Loom walkthrough so new reps see how a senior rep fills it in
• Pull the 'Budget signal' field into a weekly pipeline review — it's the #1 forecast leak