5-part agenda structure
1. Rapport and agenda (5 min). 2. Current state (10-15 min). 3. Pain and impact (10-15 min). 4. Future state and decision (10-15 min). 5. Next steps (5 min).
Customizations by call type
First call: heavier on rapport and current state. Second call: heavier on impact and decision process. Pre-demo: heavier on use case and technical fit.
Frequently asked questions
What should be in a discovery call agenda?
Rapport and agenda setting, current state, pain and impact, future state and decision process, next steps. Total 30-60 minutes.
CTA
Use the Salesforce-native version with structured fields. [Book a Demo]
