The NOTE Template

Dan McKinnon

Dan’s template is based on the NOTE framework. It differs from other qualifying frameworks as it removes all focus from you, the seller.

About the conversation template.

Dan’s conversation template is based on the NOTE framework. It differs from most other qualifying frameworks because it removes any and all focus from you, the seller. It’s all about the customer! Dan’s template is particularly useful for SDRs in software companies.


About Dan.

Dan has 20 years of experience in B2B sales. As a sales leader, he has helped scale several high-growth software companies like CrossEngage and Synthesio. He currently serves as a Director and Advisory Board Member at Encircl LLC, a technology-driven marketing services provider.