Sales Discovery Call
Client: [Insert Client Name]Date: [Insert Date]Sales Rep: [Insert Rep Name]Recording Link: [Insert Link]Call Duration: [Insert Duration]
🔎 Overview
Summary of client situation, high-level challenges, and initial interest.
e.g. The client shared challenges with process inefficiencies and emphasized the need for scalable, integrative solutions while balancing budget constraints and quick rollout timelines.
🎯 Client Needs & Pain Points
Area
Notes
Workflow Challenges
Lack of real-time project visibility across departments.
Process Inefficiencies
Current system does not scale well; slow cross-functional updates.
Adoption Concerns
Concern around onboarding and user adoption.
💰 Budget
Estimated Range: $[Insert Budget Range]
Budget Owner: [e.g. Innovation Team / Department]
Funding Source: [Insert if known]
🧑💼 Authority & Decision Process
Role
Name
Responsibility
Economic Buyer
David (CFO)
Final approval
Procurement
Emma
Vendor selection process
Champion
[Insert]
Internal advocate
🔄 Competition
Platforms under evaluation:
Your competitor
[Your Solution] (noted for customizability)
🚧 Objections & Concerns
Onboarding timeline
Team adoption hesitation
Implementation resource availability
❓ Client Questions
Question
Sales Notes
Multi-language task assignment?
Confirmed support available
Mobile approvals?
Supported on mobile app
🗓 Timeline
Target rollout: [Insert target quarter]
Vendor decision: [Insert 3-4 week window]
✅ Action Items
🎙 Call Outline Summary
Topic
Timestamp
Budget Discussion
1:20
Decision Process
12:44
Pain Points & Requirements
15:20
Implementation Timeline
22:30
Next Steps
28:10
Table Board
Owner
Action Item
Due Date
Ava Miller Schedule demo 1750982400000
Ethan Roberts Send compliance documentation 1751068800000
Frank Brown Internal discussion with procurement 1751241600000
