Discovery Follow Up Template
Recap from last week
Template Creator:
Alexine Mudawar
CEO @ Women in Sales
(Champion), (Decision maker),
Insert personalisation e.g. It was wonderful speaking with you both! I hope the offsite in Boston last week was productive!
A few of the big themes I heard on our call:
- 1.Speed up demo routing to reps
- 2.Increase demo booking rates
- 3.Qualify demo opportunities further (without burdening the buyer)
Were there any key areas I missed or that you'd like to add?
Best,
(Rep name)
(Role)
Include champion quote e.g. Right now, I fear we’re losing good opportunities because prospects are not getting assigned to reps fast enough. Our current tech set up means there’s a delay and RevOps has to jump in to manually assign some leads.
– (Champion)
Next steps
MM/DD | Meeting | Impact Assessment & Working Session w/ RevOps (Felix) |
MM/DD | Meeting | Demo w/ CRO (Lucy) |
MM/DD | Deliverable | Business Case to CFO (Maria) |
