{"id":28044,"date":"2021-10-14T13:38:47","date_gmt":"2021-10-14T13:38:47","guid":{"rendered":"https:\/\/www.process.st\/templates\/sales-discovery-call\/"},"modified":"2024-04-17T08:12:50","modified_gmt":"2024-04-17T08:12:50","slug":"sales-discovery-call","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/sales-discovery-call\/","title":{"rendered":"Sales Discovery Call"},"content":{"rendered":"\n
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Pre-meeting Prep<\/h2>\n
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\ud83d\udca1<\/a> This is a task, one of the actionable steps in your workflow. 

<\/strong>\u2b06\ufe0f<\/a> When you edit a workflow, you can<\/strong> assign tasks<\/strong><\/a> to other users, give them a<\/strong> deadline<\/strong><\/a> to be completed by,<\/strong> pause<\/strong><\/a> the workflow run at this point, or change who can see this task by adjusting the<\/strong> permission<\/strong><\/a> settings<\/strong> \u2b06\ufe0f<\/a><\/p>\n <\/div>\n

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Use Case - Battle Cards<\/strong><\/h4>\n

Create Pages<\/a> for each of the common competitors and objections that you know of. Add links to each of them here: <\/strong><\/p>\n <\/div>\n<\/section>\n

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Attendance<\/h2>\n
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\ud83d\udca1<\/strong><\/a> This task, or the fields within it, will show or remain hidden due to<\/strong> Conditional Logic<\/strong><\/a> rules that have been set up in this workflow.

<\/strong>Edit the workflow and \u2196\ufe0fclick the Conditional Logic button \u2196\ufe0f to view or edit the rules.<\/strong><\/p>\n <\/div>\n

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Discovery Notes<\/h2>\n
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\ud83d\udca1<\/strong><\/a> This task uses<\/strong> variables<\/strong><\/a> to surface information collected in<\/strong> form fields<\/strong><\/a> in your workflow, so that they can be viewed or used elsewhere in your workflow, such as the text widget<\/a> below. <\/strong><\/p>\n <\/div>\n

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Contact Name:<\/strong> {{form.Contact_First_Name}} {{form.Contact_Last_Name}}<\/p>\n <\/div>\n

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