#b2b sales
Discovery Call Plan — Questions That Uncover the Real Problem
Plan a discovery call: an agenda, questions about the problem, its impact and how they'll decide, what to listen for, and how to agree on a next step.
Mutual Action Plan — The Steps You and the Buyer Take to Go Live
Build a mutual action plan with the buyer: every step from evaluation to go-live, owners on both sides, dates, and the approvals that usually cause delays.
Demo Script — Show Their Problem Solved, Not Every Feature
Plan a product demo around what the buyer told you in discovery: an opening recap, three moments that solve their problems, check-in questions and a clear close.
Business Case and ROI — The Numbers Your Buyer Needs for Approval
Build a business case your champion can take to their finance team: the cost of the problem, expected gains, the investment, payback, and every assumption labeled.
Sales Proposal — A Proposal Built on What the Buyer Told You
Draft a sales proposal around the buyer's own goals: their situation, the recommended solution, outcomes, scope, investment, timeline and next steps, with placeholders for anything missing.
Account Research Brief — Know the Company Before You Reach Out
Turn what you've found about a target account into a one-page brief: what they do, likely priorities, who to contact, a reason to reach out now and the questions to ask.