Structure discovery calls

Discovery calls qualify and advance deals. Use a structured agenda: set expectations, understand their situation, identify pain, show how you solve it, handle objections and agree on next steps.

Structure discovery calls

Introduction

Conclusion

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Post-meeting follow-up

Post-meeting follow-up keeps deals moving. Send a recap within 24 hours with key points discussed, agreed next steps, relevant resources and a clear call to action.

Playbook

Meeting scheduling

Get prospects to book calls with clear value propositions. Set up booking pages that reduce friction. Cut no-shows with reminders. Structure discovery calls that qualify. Follow up to keep momentum.

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Meeting scheduling
Tools

Relevant tools

HubSpot
Tool

HubSpot

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

Fireflies.ai
Tool

Fireflies.ai

AI note taker that records meetings, creates notes and pushes them to the CRM so follow up is clear.

Loom
Tool

Loom

Video recording for updates and walkthroughs that beats meetings when you need clarity without a call.

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