How to create discovery call nurture sequences

Support active sales conversations with pre-meeting prep, post-meeting follow-up, and content that advances deals toward closure systematically.

How to create discovery call nurture sequences

Introduction

Discovery calls don't exist in isolation. Pre-meeting emails set expectations and prepare prospects to have productive conversations. Post-meeting emails recap discussion, share promised resources, and keep momentum. Between-meeting emails maintain engagement when deals stall. This chapter shows you how to design nurture sequences that support active sales conversations sending prep materials before calls, recapping discussions afterward, and keeping deals warm when prospects need time to evaluate.

Send pre-meeting prep to make calls productive

Recap meetings with summaries and next steps clearly

Share resources that address specific objections raised

Maintain momentum when prospects go quiet temporarily

Conclusion

Tools

Relevant tools

HubSpot
Tool

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

ActiveCampaign
Tool

ActiveCampaign

ActiveCampaign combines email marketing, CRM, and marketing automation with sophisticated workflows and lead scoring for B2B companies.

Customer.io
Tool

Customer.io

Customer.io sends targeted messages across email, SMS, and push notifications triggered by user behaviour and product data for SaaS companies.

Klaviyo
Tool

Klaviyo

Klaviyo provides email and SMS marketing built specifically for e-commerce with deep Shopify integration and revenue attribution.

Mailchimp
Tool

Mailchimp

Mailchimp provides email marketing with automation, landing pages, and basic CRM features designed for small businesses and beginners.

Brevo
Tool

Brevo

Brevo provides email marketing, SMS campaigns, and marketing automation with transactional email capabilities for growing businesses.

Next chapter

Continue reading

Article
4

How to write proposal-stage nurture sequences

Keep momentum between proposal sent and decision made with case studies, ROI validation, and objection handling that builds confidence in buying.

Playbook

Lead nurture sequences

Your best leads go cold because you're not in their inbox when they're ready to buy. Nurture sequences solve the timing problem. Stay top of mind with automated follow-up that delivers value, handles objections, and keeps momentum alive between meetings, proposals, and decisions.

See playbook
Lead nurture sequences
Growth wiki

Growth concepts explained in simple language

Wiki

Email sequence

Automate multi-touch email campaigns that adapt based on recipient behaviour to nurture leads consistently without manual follow-up from reps or marketers.

Wiki

Discovery call

Conduct exploratory conversations to understand prospect situations and qualify fit before investing time in demos or proposals that might waste both parties' time.

Wiki

Sales cadence

Sequence multiple touchpoints across channels and time to increase response rates through persistent but respectful follow-up that prospects don't perceive as harassment.

Wiki

Trigger

Define events that start automation workflows so the right message reaches people at the right moment based on their actual behaviour not arbitrary timing.