πŸ”Ž SaaS Discovery Call Template

The objective of a discovery call is to understand the prospect’s current situation and determine if there is alignment between the two parties.

Back Arrow
Go Back
Industry
No items found.
Meeting Scope
No items found.
Department
No items found.
Meeting type
No items found.
Host Role / Title
No items found.
Tone of the meeting

Agenda

‍

Overview of the agenda and goals of the call.

‍

Discovery phase

‍

Learn about your prospect, their company and their industry.

‍

Tell me about your company. How does your business model work?

‍

What made you want to check out our product now?

‍

What are the top priorities of (sales leader, marketing leader, CEO)?

‍

What are the biggest challenges your team faces?

‍

Asses the need

‍

What is currently working and not working for the prospect?

‍

So, how is everything going now? Are you happy with the results?

‍

What could be better?

‍

Short demo

‍

Describe or show your prospect the product by speaking to their pain points.

‍

Feedback

‍

Ask the prospect for feedback on the product.

‍

How could [your product] help you accomplish [their goals]?

‍

Next steps

‍

Determine if there is alignment between their priorities and your value proposition. If there is alignment, set a time to meet for a demo call with their decision maker.

‍

Get started Today

Dive into your best meetings today!

Purpler Dot That Reflects Being Live

Free forever plan

Purpler Dot That Reflects Being Live

No credit card required

Purpler Dot That Reflects Being Live

Cancel anytime