Discovery Call Agenda Template

Try our built-in discovery call agenda to make to structure your conversation and maximize your chance of a deal

Management

Introduction and Rapport Building

Introduce yourself, establish rapport with the prospect, and outline the purpose of the discovery call.

Understanding the Prospect’s Needs

Ask open-ended questions to understand the prospect’s challenges, goals, and what they are hoping to achieve.

Current Solutions and Pain Points

Discuss the solutions they are currently using and identify any pain points or gaps that your solution could address.

Explaining Your Value Proposition

Provide a brief overview of your product or service and how it can solve the prospect's pain points or meet their needs.

Next Steps and Timeline

Agree on the next steps, including a timeline for follow-ups, additional meetings, or a product demonstration.

Closing and Setting Expectations

Summarize the key takeaways, confirm next steps, and thank the prospect for their time.

Why is a discovery call agenda so useful ?

A Discovery Call Agenda helps you keep your conversation focused and productive with your lead :

Here's why:

Ensures structure: An agenda guides the flow of the conversation, helping both the sales rep and prospect stay on track.
Identifies key needs: The agenda ensures that critical information about the prospect’s challenges and goals is captured early.
Clarifies value: By including a section for your value proposition, it ensures you can clearly communicate how your solution can help.
Establishes next steps: A clear agreement on the next steps and timeline helps to move the sales process forward smoothly.