Meeting template with checklists and agenda

Effective Discovery meetings not only provide valuable insights into your prospect's needs, but also set the stage for a successful sales process and long-term customer success. By using the Discovery Meeting Agenda Template, you can build strong relationships and increase your chances of closing deals and delivering exceptional customer experiences. Plus, you can accelerate your meetings by using this template directly in Meetingflow! Use AI to easily look up contact bios, draft discovery questions, and suggest follow-up actions. Make sure every detail is recorded and transcribed with our AI call recorder, then seamlessly share meeting notes with your team. Save time and headaches by automating your CRM and follow-ups with Meetingflow.


Discovery Template

Meeting Prep Checklist

Set clear meeting goals
Research the prospect's industry, competitors, and trends
Know their organization's history, mission, and values
Check for recent news about their business
Review past interactions
Scan their website and social media
Review your product's/service's key benefits
Craft detailed discovery questions
Prep success stories and case studies
Anticipate common objections and prepare detailed responses
Gather materials and test your tech
Coordinate team roles and responsibilities
Share the agenda early
Have a backup plan ready

Meeting Agenda Template

  1. Opening and Agenda Review
  • Welcome and introductions
  • Recap of objectives and agenda
  1. Prospect Background and Goals
  • Ask the prospect about their company, industry, role, and responsibilities
  • Explore the prospect's short-and long-term goals
  • Discuss the prospect's desired KPIs or outcomes
  1. Pain Points, Challenges, and Current Solutions
  • Encourage the prospect to share their current pain points and challenges
  • Ask about the prospect's existing solutions, tools, or processes
  1. Decision-Making Process
  • Ask about the prospect's decision-making process
  • Explain the timeline for making a decision
  1. Budget, Resources, and Competition
  • Discuss the available budget, resource constraints, and limitations
  • Ask about other vendors or solutions the prospect is considering
  • Ask the prospect about key factors when evaluating solutions
  1. Product/Service Presentation
  • Give a detailed overview of your product or service
  • Highlight key features and benefits
  1. Q&A and Objections
  • Anticipate and address common objections with thorough responses
  • Encourage the prospect to ask questions and share feedback or concerns
  • Review the value of your solution in response to objections raised
  1. Next Steps
  • Discuss the next steps in the sales process
  • Set a timeline for the next steps
  1. Closing and Thank You
  • Summarize the key points
  • Confirm the prospect's commitment and timeline for next steps
  • Thank them for their time and engagement

Meeting Notes Template

  1. Basic Info
  • Date, time, and contact info
  • Attendees and their roles
  1. Value
  • Key offerings and features
  • Case studies and prospect's interest
  • Specific details and objections
  1. Discussion Points
  • Packages, pricing, and expectations
  • Current solutions and challenges
  • Important dates or milestones
  • Competitors and alternative solutions
  1. Key Insights
  • Prospect's important business information
  • Decision-making process and criteria
  • Key decision-makers, stakeholders, and their roles
  • Pain points, challenges, and needs
  1. Next Steps
  • Agreed-upon next steps and deadlines
  • Roles and responsibilities for next steps
  1. Summary -Takeaways, confirmed next steps, and deadlines

Meeting Follow-up Checklist

Review meeting notes
Update CRM with meeting notes, recording/transcript, outcomes, and contact info
Schedule a follow-up meeting if appropriate
Send a follow-up email thanking the prospect and recapping the meeting and next steps
Share key takeaways and insights from the meeting with relevant colleagues
Address any action items or follow-up tasks
Assign responsibilities and set clear deadlines
Set a reminder for follow-up meeting