# Discovery / Demo Call Template

Qualify the buyer, uncover real pain, and tailor the demo to their problem instead of dumping every feature. Discover first, demo second, always. End with a dated next step.

**Duration:** 45 minutes
**Cadence:** As needed
**Participants:** Account executive, optional sales engineer, and prospect stakeholders

## Agenda

- [ ] Open and agenda (4 min) - rapport, confirm time, set a two-way agenda
- [ ] Discovery questions (15 min) - current state, pain, impact, decision process, timeline
- [ ] Tailored demo (15 min) - two or three capabilities that solve their pain
- [ ] Handle questions (6 min) - surface and address objections now
- [ ] Next steps and close (5 min) - confirm fit, agree a dated next step, identify stakeholders

## Questions

- What prompted you to take this call now?
- How are you handling this today, and where does it break down?
- What is the impact of leaving it the way it is?
- Who else is affected, and who is involved in a decision?
- If this works, what does success look like in six months?
- What is your timeline, and what would get in the way?

## Notes / Next steps

- Pain uncovered: _______________________________
- Decision process / stakeholders: _______________
- Timeline: _____________________________________
- Next step / date: _____________________________

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/discovery-demo-call