Project Retrospective Meeting Agenda Template
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SaaS Discovery Call Template
Get this templateThe objective of a discovery call is to understand the prospect’s current situation and determine if there is alignment between the two parties.
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In-meeting Experience
Today @ 10:30 - 11 AM
SaaS Discovery Call
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SaaS Discovery Call Template
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What’s inside this 🔎 SaaS Discovery Call Template:
1 Agenda
Overview of the agenda and goals of the call.
2 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?
3Asses 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?
4Short demo
Describe or show your prospect the product by speaking to their pain points.
5Feedback
Ask the pospect for feedback on the product.
How could [your product] help you accomplish [their goals]?
6Next 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.
