Discovery - Manufacturing Template

Meeting Prep Checklist

Thoroughly research the customer's operations and industry trends
Define clear objectives for the meeting
Prepare relevant case studies or testimonials
Prepare a streamlined presentation of our products
Identify potential value propositions for the customer

Meeting Agenda Template

  • Introduction and team members presentation
  • Understanding the customer's existing manufacturing processes
  • Discussing client's challenges and goals
  • Presenting potential solutions and strategies
  • Overview of how our product can solve their issues
  • Expected timeline and next steps

Meeting Notes Template

  • Attendee's names and roles
  • Details of customer's existing processes
  • Customer's pain points
  • Insights or interesting points raised by the customer
  • Information discussed about our product
  • Decisions made about next steps

Meeting Follow-up Checklist

Log meeting notes, recording/transcript, and outcomes in CRM
Update customer contacts and opportunities
Send a follow-up email recapping the meeting and next steps
Share a meeting summary with the internal team and relevant stakeholders