Free template

Free call disposition list template

Consistent call outcomes make reports comparable across employees. Use this list as your team's shared vocabulary for what happened on a call.

What's inside

4 columns, with two example rows you can delete.

Disposition	Meaning	When to use	Next action
Qualified	Customer fits and has a real need	Budget, need and timeline confirmed	Move to proposal or meeting
Interested	Customer wants to continue	Positive but not yet qualified	Schedule follow-up
Pricing	Pricing was discussed	Customer asked for or received prices	Send quote and follow up
Callback	Customer asked to be called later	Busy, travelling or needs time	Schedule callback at agreed time
Not interested	Customer declined	Clear no for now	Close or nurture later
Wrong number	Number doesn't belong to the contact	Unknown person answered	Correct or remove the number
No answer	Call didn't connect	Ringing, switched off or busy	Retry at a different time
Other	Outcome doesn't fit above	Anything else	Add a note explaining

Share the list with the team and agree on the definitions.
Record exactly one disposition after every connected or attempted call.
Review the mix weekly: lots of 'No answer' may mean you're calling at the wrong time.

CallTrackly prompts employees to pick one of these outcomes right after a call, and reports the mix by employee.

Bring business calls, customer context and follow-ups into one place.