Pre-Call Prep with Sales

📝 Context

Before any significant customer call (discovery, demo, POC kickoff). Align on roles and context so you're not walking in blind.

🎯 Quick Sync Agenda ⏱️ 15 min max

1. Customer context

   • What's the deal status? What stage?
   • What's the revenue potential? Timeline pressure?
   • Any politics or sensitivities?

2. Attendees

   • Who's on the call from their side?
   • Who's the decision maker? Technical evaluator?
   • Anyone to be cautious around?

3. Roles on our side

   • Who's leading the call?
   • Who's taking notes?
   • Who handles what questions?

4. Desired outcome

   • What do we want to walk away with?
   • What's the next step we're aiming for?

5. Landmines

   • Features we don't have that might come up?
   • Competitor mentions?
   • Pricing concerns?

🔗 Links

• Discovery Call
• Demo
• Post-call debrief