Sales Discovery Call

Use this template to uncover whether your prospect is a good fit and increase the chances of a closed-won deal later down the line. Curated by HubSpot, a leading CRM platform.

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Department
Sales
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Tone of the meeting

đź’¬About your company

Questions about the prospect’s company and role.

Tell me about your company.

Tell me about your role. What do you do day-to-day?

🚀About your goals

Questions about the prospect’s overall goals.

What metrics are you responsible for?

Tell me about your goals (financial, customer-related, operational).

When do you need to achieve these goals?

🤔About your problem areas

Questions about the prospect’s current problem areas.

What problem are you trying to solve?

Are you having problems in [area as it relates to the product]?

What’s the source of that problem?

Why is it a priority today?

Why hasn’t it been addressed before?

What do you think could be a potential solution? Why?

What are your primary roadblocks to implementing this plan?

đź’°Timeline and budget

Questions about the prospect’s timeline and budget.

What’s your timeline for implementation?

What’s the approximate budget for solving this problem?

Whose budget does the funding come from?

Have you purchased a similar product before?

âś‹Authority

Questions about who makes the final decision at the company.

Who else will be involved in choosing a vendor?

What’s the process for actually purchasing the product once you decide on it?

âť“Additional questions

Additional questions to further qualify the lead.

What are potential curveballs?

How can I help make this easy?

How will this solution make your life better?

If you implement this solution, how do you hope things are different in one year?

Can I follow up with you on mm/dd?

âś…Next steps

Track any next steps or items that you need to follow up on.

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