Phone book

Templates that write themselves into shape

Give GoldenCircle the sections you want out of a meeting once, and every future note comes back in that shape: sales calls, 1:1s, investor updates, whatever you run again and again.

Templates

Browse all

Sales discovery

Sales · 812 uses

1:1 check-in

Management · 340 uses

Investor update

Fundraising · 96 uses

New template

🤝 Sales discovery

Private to me

Meeting context

First call with a prospect: qualify budget, timeline, and the decision maker.

Sections

Pain points

Capture what's costing them time or money today.

Next steps

List every action item, who owns it, and the date.

Ask for exactly the sections you want

Each section carries its own instructions: what to capture, how to phrase it. GoldenCircle enhances the raw transcript into that shape, every time you use the template.

One template per kind of meeting

Sales calls, 1:1s, investor updates: keep a template for each. Once the recording or note is saved, pick the one that fits and GoldenCircle re-writes it into that shape, or re-run it again with a different template any time.

Start from the community, make it yours

Browse templates other people have published, save the ones that fit, then tune the wording until it sounds like you. Duplicate any template, including GoldenCircle's own, and adjust from there.

Private, or shared with your team

Every template starts private to you. Publish one to your workspace so the whole team captures meetings the same way, or share it with the community.

Templates shape what your notes become. See how GoldenCircle captures the conversation in the first place. See how notes are captured

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