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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.

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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.


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.

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