Telephone Notes Excel Template

A few days ago, somebody asked me for a telephone-notes-template. Thanks for that hint! I could swear I did that template already, but I didn’t.

How does the template work?

So here we go with a telephone message template.

It is free and easy to handle. Just download it, open with Excel or Adobe Reader (PDF) and print it.

Now you can put that sheet right to your phone, and you won’t forget about what to ask during the phone-call:

  • Spoke with
  • Company
  • Street
  • City
  • Telephone
  • Date
  • Time
  • E-mail

What was the reason for that call?

  • Order
  • Offer
  • Customer complaint
  • Please call back
  • For information
  • something else (blank)

And finally, the message itself.

Screenshot of the Telephone Note Template

Telephone Note Message with free Excel Template
Telephone Note Message with Excel

Download the Telephone Note Template for free

Here you find this template in different file formats (XLSX and PDF).

If you like my templates, I’m looking forward to a little donation πŸ™‚

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Other Templates for Telephone Notes found online

Some Websites with Hints for making better Phone Calls

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