Back to Template Gallery

SaaS Discovery Call Template

The objective of a discovery call is to understand the prospect’s current situation and determine if there is alignment between the two parties.

Template preview

Magnify Preview 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 🔎 SaaS Discovery Call Template:

1 Agenda

Overview of the agenda and goals of the call.

2 Discovery phase

Learn about your prospect, their company and their industry.

  • Tell me about your company. How does your business model work?
  • What made you want to check out our product now?
  • What are the top priorities of (sales leader, marketing leader, CEO)?
  • What are the biggest challenges your team faces?

3Asses the need

What is currently working and not working for the prospect?

  • So, how is everything going now? Are you happy with the results?
  • What could be better?

4Short demo

Describe or show your prospect the product by speaking to their pain points.


Ask the pospect for feedback on the product.

How could [your product] help you accomplish [their goals]?

6Next steps

Determine if there is alignment between their priorities and your value proposition. If there is alignment, set a time to meet for a demo call with their decision maker.

Get this free template

Template preview

About the author

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • 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
    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
    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.

Run delightful meetings with Fellow

See why leaders in 100+ countries are using it today.

Try for free Request a demo
Already using Fellow? Log in

Wait! Before you go!

You might also be interested in these templates

You might also be interested in these posts