SaaS · AE · 25-30 minutes

B2B Discovery Call Script

A structured discovery call script designed to earn a champion, uncover metrics, and set the demo up for a real yes.

Script

Agent

Hey [First Name], appreciate the time. I want to spend the first 20 minutes learning about you, then 5 to 10 minutes showing you the two or three things I think you'd care about. Sound fair?

Agent

Great. Can you walk me through what led you to look at Call Flow, and what a great outcome would look like six months in?

Agent

Got it. If I were sitting in your seat, what are the metrics your team is measured on this year? I want to make sure what I show you ties to those.

Agent

Last question before I go into the platform: who else beyond you needs to see this or say yes for it to happen?

Agent

Perfect. Let me show you the parts I think you'll care about, and I'll pause after each so you can react in real time.

Use cases

· First AE call after SDR handoff
· Mid-market discovery
· Champion enablement

Compliance reminders

· Ask consent before recording.
· Confirm data-handling expectations if screen sharing sensitive systems.

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