Sales and marketing
      Back to home
      1. Help Center
      2. Sales and marketing

      Initial Pre-screening Call:

      Use this call template when conducting discovery calls with prospects. Generally, discovery calls follow this structure:
      1. Introduction and call agenda
      2. Understand company priorities/business model/players
      3. Sales and marketing process, current technology
      4. Budget, Authority, Timeline
      Below are some key questions and talk tracks to run your discovery call.
       
       

      Can you tell me more about your self? What Describes you best?

      Update contact property (Category)

      Developers
      General Contractors
      Remodelers
      Interior Designers & Decorators
      Architects
      Realtors
      Retail Client
       
       
       

      What's your role?

      VP of Marketing
      VP of Sales
      VP of Success
      Marketing Director
      Sales Manager
       
       

      What are your goals this year?

      Generating enough website traffic
      Converting leads once they are on my site
      Nurturing marketing qualified leads
      Qualifying leads for Sales