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SaaS Discovery Call Template

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

Sales Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
SaaS Discovery Call
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
SaaS Discovery Call
Today @ 10:30 - 11 AM
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SaaS Discovery Call
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SaaS Discovery Call Template
By Fellow.app
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
Use template

  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

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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Fellow.app

Template by

Fellow.app

Fellow is the only all-in-one AI meeting transcription and management software for remote and hybrid teams. Have fewer, more effective meetings and 1-on-1s with AI, behavior-driving features, and seamless integrations.

  • Brittany Forsyth
    Brittany Forsyth
    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.”

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Sabrina Leblanc
    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.”

  • Liam Martin
    Liam Martin
    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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