Discovery - Enterprise Software Company Template

Meeting Prep Checklist

Research on the client's company, their current challenges and goals
Prepare an overview presentation of our company and product
Customize the product demo based on the client's needs
Prepare to answer potential questions or concerns

Meeting Agenda Template

  • Welcome and introductions
  • Discuss the client's current situation and objectives
  • Present an overview of our company and product
  • Demo of key features relevant to the client's goals
  • Discuss how our solution can address the client's challenges
  • Answer any questions or concerns
  • Discuss next steps and potential timelines

Meeting Notes Template

  • Client's current situation and objectives
  • Key points discussed about our company and product
  • Client's reaction to the product demo
  • Questions or concerns raised by the client
  • Agreed next steps and potential timelines

Meeting Follow-up Checklist

Log the meeting notes, any recording/transcript, and outcomes in the CRM
Update contact and opportunity information
Send a follow-up email summarizing the meeting and next steps
Share a summary of the meeting with relevant colleagues