Discovery Call Template

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• Personal Discussions:
  • [Notes on any small talk or personal discussions to build rapport, e.g., hobbies, recent events]

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• Description of Current Needs:
  • [Summary of the prospect's current needs]
• Current Tools/Services Used:
  • [What tools or services is the prospect currently using?]
  • [Why do these tools/services not fully meet their needs?]

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• Challenges to Overcome:
  • [List the main challenges the prospect wishes to address]
• Impact of Challenges:
  • [How are these challenges impacting their business?]

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Short-Term Goals:

• [What does the prospect hope to achieve in the short term?]

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Key Decision-Makers:

• [List of key decision-makers and their roles]

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• Allocated Budget:
  • [List of budget mentions in numerical format]
• Implementation Deadline:
  • [When does the prospect wish to implement the solution?]

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• Considered Alternatives:
  • [Other solutions the prospect is considering or using]
  • [Prospect's feelings about these alternatives or comparison points]

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Key Features and Benefits:

• [How does your solution address the prospect's needs and challenges?]

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• Agreed Actions:
  • [List of agreed actions at the end of the call, e.g., sending additional information, scheduling a demo, etc.]
• Responsible Person:
  • [Who is responsible for each action?]
• Timeline:
  • [Deadlines for each action]
• Next Contact Date:
  • [Date and time of the next point of contact]

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