In your follow-up email, set clear next steps and a timeline for the next call or meeting. Follow up with the prospect a few days after the call to check in and see if they have any questions or concerns. Be persistent but not pushy. Respect the prospect's time and decision-making process.
A discovery call is a company's first conversation with a potential customer or lead. In most cases, sales representatives make discovery calls after a prospect has shown interest in a product or service by interacting with the company website, completing a survey or making a comment on social media.
A discovery call checklist is a list of items that need to be completed before, during, and after a discovery call within the sales process. This includes tasks such as preparing for the call, gathering information beforehand, taking notes during the call, and following up afterward.
6 steps to run a successful discovery call Step 1: Do your research. Step 2: Set a clear call agenda. Step 3: Establish a two-way rapport. Step 4: Focus on the prospect's pain points. Step 5: Guide the prospect toward the solution. Step 6: Don't neglect the after-call review.