Discovery Call Opening and Agenda Script
Start the call so the buyer feels in control.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
Write the first three minutes of a discovery call. Who I am and my company: [MY_ROLE_AND_COMPANY]. Who the prospect is and how they came to us (inbound form, referral, outbound reply): [PROSPECT_AND_SOURCE]. What they told us before the call: [PRIOR_INFO]. Call length: [CALL_LENGTH]. Learn from this contrast. Weak: "Thanks for your time! Let me tell you a bit about us. We were founded in 2015 and..." Strong: "Thanks for making time, Priya. You asked about invoice automation on our site. I'd like to spend most of our 30 minutes learning how invoices work for you today, then tell you honestly whether we're a fit. Does that work, or is there something you want to make sure we cover?" Write: (1) the opening in my voice, 60 to 90 words, including a reference to prior info, the agenda in three bullets, an agreement on time, and an invitation to add to the agenda; (2) two alternative openings for a referral and a cold-outreach reply; (3) a transition into the first question that does not pitch; (4) the closing script for the last three minutes: summarize in two sentences what I heard, state the next step with a date, confirm who else should join; (5) three phrases to avoid. Use only the details I gave and do not invent claims about my company.
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