Discovery Call Preparation

Within 45 minutes, understand the customer’s current sales situation and jointly decide whether a proof of value makes sense.

1. 5 min Introductions and context
2. 15 min Status quo: processes, tools, pain points
3. 15 min Short demo of the relevant platform areas
4. 10 min Next steps and ownership

• How many quotes per week today — and who creates them?
• Which data sources are pulled together manually?
• Where is the team losing the most time today?
• Who decides on new tools — and based on what?

• A clear picture of the use case and expected value
• Decision: proof of value yes/no
• A committed follow-up meeting