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Sales & Partnerships
Sales & Partnerships
Discovery Call Template
How to uncover opportunities and align goals in your discovery calls
Click here to copy!
Instruction: Update the summary based on this template below
Role Details:
- Can you share with me key responsibilities, requirements, and skills you believe you have that are essential for this job?
Relevant Experience:
- Can you share any previous roles, achievements, or anecdotes that make you qualified for this role?
Relevant Qualifications / Training:
- What relevant degrees, diplomas, certifications, or training do you have that make you a strong candidate for this position?
Level of Preparation:
- How have you prepared for this job interview?
Career Goals:
- Where do you see yourself professionally in a few years, and how does this role support your vision?
Attitude / Motivation:
- What are your motivations for this position?
Communication / Listening Skills:
- How would you rate your written and verbal communication skills?
- Can you provide an example of when you effectively listened and responded in a professional setting?
General Interest in Company / Role:
- What excites you about this opportunity, and does it align with your career goals?
Cultural Fit:
- How do you think you would fit in with our company culture?
General Screening Questions:
- Feel free to ask any questions you may have for us as well.
Recommendation:
Based on the conversation today, would you recommend this candidate? Why?
How to use this template for your next meeting
Want to have automatically generated meeting notes in the specific template format above? Just follow these easy steps!
Step 1: Log in / Sign up to Wudpecker’s browser app.
Step 2: Conduct your meeting with Wudpecker’s notetaker admitted in it.
Step 3: Go to the Templates section on the Wudpecker website. Select the template you want to use.
Step 4: Press the “Click here to copy” button.
Step 5: In the Wudpecker app, open the notes of the meeting that you want to use the template for.
Step 6: In the notes, click on “Re-write with custom prompt”
Step 7: Paste (Ctrl/Cmd + V) the template that you copied and press “Re-write notes”. You should see the notes in just a couple of minutes.
Why this template is useful
Having a template for a discovery call can be incredibly useful for both the salesperson and the prospect. It provides a structured approach to the conversation, ensuring that the salesperson asks relevant questions and understands the prospect's needs and pain points.
The template should include pre-call research, where the salesperson familiarizes themselves with the prospect's business and any specific challenges they may be facing. This allows the salesperson to tailor their questions and approach to the prospect's unique situation.
During the call, the salesperson should use the template to guide the conversation and ask open-ended questions to encourage the prospect to share their thoughts and feelings. The template should cover key areas such as the problem the prospect is trying to solve, how they are currently managing the issue, how they will measure success with the proposed solution, and any concerns they may have.
By using a template, the salesperson can ensure that they cover all relevant areas and gather the information needed to make a compelling sales pitch. It also helps to build trust and rapport with the prospect, as they will feel that the salesperson is genuinely interested in understanding their needs and providing a solution that meets their unique requirements.
With this template the salesperson to be more effective in their communication, build stronger relationships with prospects, and ultimately close more deals.
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