Summarize Objections from Past Meetings

Summarize Objections from Past Meetings

Sales teams lose deals not just because of objections — but because they forget or mishandle them later. This template helps you extract objections from past conversations and use them to build stronger follow-ups.

Why It Works

• Intent: Capture and categorize key objections raised in previous calls
• Impact: Preempt concerns and boost conversion with smarter follow-up

The Objection Summary Workflow

Step 1 – Review Meeting Notes or Transcripts

Use Apollo’s meeting recordings or synced notes to find objections like:

• “We already use [competitor]”
• “Budget’s tight until Q3”
• “Need buy-in from the team”

Step 2 – Categorize the Objections

• Timing (e.g., “follow up next quarter”)
• Competitor (e.g., “already using X”)
• Decision process (e.g., “need more stakeholder input”)

Step 3 – Summarize in CRM or Apollo Notes

“Q2 objection summary: Budget freeze, using [competitor], prefers QBR-based buying cycle.”

Step 4 – Use to Tailor Sequences

Build follow-ups that directly address those objections using targeted CTAs, competitor comparisons, or urgency framing.

Want to use this template?

Use it in Apollo