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Discovery Call Coaching Template

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Turn your good reps into great ones by empowering them to identify improvements for future discovery calls and providing powerful coaching feedback

1-on-1 Meetings Expert-Approved Sales Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Discovery Call Coaching
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Discovery Call Coaching
Today @ 10:30 - 11 AM
 Join video call
 Record with AI
Discovery Call Coaching
AI Recording in progress
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Discovery Call Coaching Template
By Gong
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
Use template

  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Discovery Call Coaching Template:

1🤔 Summary and context

Who did you meet with? How did the discovery call go?

2 💬 Evaluation

Throughout the call, is there anything that didn’t go as planned?

3 🛠 Improvements

What would you do differently next time?

4✅Action Items

What came out of this meeting? What are your next steps?

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Get this free template
Template preview
Gong

Template by

Gong

Gong.io is a revenue intelligence platform that delivers insights at scale, empowering revenue teams to make decisions based on data instead of opinions. Over 2,000 innovative companies like Paychex, PayPal, Hubspot, LinkedIn, MuleSoft, Shopify, Slack, SproutSocial, Twilio, and Zillow trust Gong to power their customer reality.

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.”

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