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Sales Discovery Call

Sales Discovery Call

This workflow example helps keep your customer calls and opportunities on track
1) Click Run to see it in action
2) Click Edit to customize it
3) Set up integrations/Automations

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1
Pre-meeting Prep
2
Attendance
3
Discovery Notes
4
Demo Notes
5
Send Follow Up Email
6
Opportunity - Yes!
7
Opportunity - No

Pre-meeting Prep

This is a task, one of the actionable steps in your workflow. 

⬆️ When you edit a workflow, you can assign tasks to other users, give them a deadline to be completed by, pause the workflow run at this point, or change who can see this task by adjusting the permission settings ⬆️



Use Case – Battle Cards

Create Pages for each of the common competitors and objections that you know of. Add links to each of them here: 

Attendance

This task, or the fields within it, will show or remain hidden due to Conditional Logic rules that have been set up in this workflow.

Edit the workflow and ↖️click the Conditional Logic button ↖️ to view or edit the rules.

Discovery Notes

This task uses variables to surface information collected in form fields in your workflow, so that they can be viewed or used elsewhere in your workflow, such as the text widget below. 

Contact Name: {{form.Contact_First_Name}} {{form.Contact_Last_Name}}

Example Questions

  • What do you want to accomplish in this meeting? 
  • What are your objectives?
  • From today to a year in the future, what’s improved or changed?
  • Describe your ideal solution
  • What led you to start looking for a change now?
  • What other applications would you like to use alongside ours?

  • How do you currently manage?
  • What’s not working well at the moment, that you’re looking to improve?

  • What does success look like to you and how is it measured?
  • What do you need to achieve your desired objectives?

Demo Notes

Contact Name: {{form.Contact_First_Name}} {{form.Contact_Last_Name}}

If required during the call, demonstrate your product in full, stopping to answer questions part way through. 

Send Follow Up Email

This task uses variables to surface information collected in form fields in your workflow, so that they can be viewed or used elsewhere in your workflow, such as the send email widget below. 

  • 1

    Option A
  • 2

    Option B
  • 3

    Option C
  • 4

    Option D
  • 5

    Option E

Opportunity – Yes!

This task, or the fields within it, will show or remain hidden due to Conditional Logic rules that have been set up in this workflow.

Edit the workflow and ↖️click the Conditional Logic button ↖️ to view or edit the rules.

You could automate this step by setting up an integration to send your notes back to your CRM, such as Salesforce or Pipedrive.

Rep: {{current_user.name}}

Attendees: {{form.Additional_Attendees}}
————————————————
Use Case:{{form.Use_Cases_and_Challenges}}

Current Solution: {{form.Current_Solution}}

Integrations:{{form.Integrations_Requested}}
————————————————
Success and KPI’s:{{form.Success_and_Key_Performance_Indicators}}

Financial Impact: {{form.Financial_Impact}}
————————————————
Close Date: {{form.Close_Date}}

Next Steps: {{form.Next_Steps}}

Opportunity – No

This task, or the fields within it, will show or remain hidden due to Conditional Logic rules that have been set up in this workflow.

Edit the workflow and ↖️click the Conditional Logic button ↖️ to view or edit the rules.

You could automate this step by setting up an integration to send your notes back to your CRM, such as Salesforce or Pipedrive.

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