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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.

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.

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About the author

Fellow.app

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

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    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

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    Head of Customer Success, KeepTruckin

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    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

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    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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