Interaction Template

Interaction Template

Use this for any meeting, call, email thread, or significant touchpoint. Duplicate and rename with date + person(s).

Basics

• Date:
• Type: (Call / Meeting / Email / Message / Event)
• People involved:
• Location / Medium:

Purpose

• What was the main purpose of this interaction?
• Context / background:

Notes & Highlights

• Key topics discussed:
• Decisions made:
• Concerns or objections:
• Personal tidbits (interests, stories, emotional tone):

Outcomes

• What changed as a result of this interaction?
• Any commitments made (by me / by them):

Follow-ups & Tasks

• [ ] Immediate next action:
• [ ] Owner (me / them / someone else):
• [ ] Due date:
• [ ] Related project / opportunity:

Relationship Impact

• Did this interaction deepen or weaken trust? Why?
• What did I learn about what they value?

Links

• Link to related Person(s) thoughts
• Link to related Opportunity / Deal thought
• Link to related Project / Event thought