Phone Memo

Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

MEMORANDUM

TO: {{recipient_name}}/{{department}}

FROM: {{sender_name}}/{{department}}

DATE: {{date}}

SUBJECT: Phone Memo - Conversation with {{external_contact_name}} on {{conversation_date}}

Call Details

Date of Call: {{conversation_date}}

Time of Call: {{conversation_time}}

Attendees (Internal): {{internal_attendees}}

Attendees (External): {{external_contact_name}}, {{external_contact_title}}, {{external_company_name}}

Purpose of Call

{{purpose_of_call}}

Key Discussion Points

1. {{discussion_point_1}}

2. {{discussion_point_2}}

3. {{discussion_point_3}}

4. {{discussion_point_4}}

5. {{discussion_point_5}}

Decisions Made

{{decisions_made}}

Action Items

1. {{action_item_1}} (Responsible: {{responsible_person_1}}, Due Date: {{due_date_1}})

2. {{action_item_2}} (Responsible: {{responsible_person_2}}, Due Date: {{due_date_2}})

3. {{action_item_3}} (Responsible: {{responsible_person_3}}, Due Date: {{due_date_3}})

Next Steps/Follow-up

{{next_steps}}

Attachments/References

{{attachments_references}}

Signature

_____________________________

{{sender_name}}

{{sender_title}}