Sales Discovery Call Email Templates
Updated: August 20, 2024In the initial steps of the sales process, discovery calls help uncover a potential client's current needs and challenges. These calls help determine if your product or service is a good fit for the prospect's needs.
This article covers the key elements of writing effective emails to schedule discovery calls, and the templates we recommend you use to scale your outreach.
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Understanding Discovery Calls
A discovery call is an initial conversation between a salesperson and a potential client, aimed at uncovering the client’s needs, challenges, and goals. Here are some key points to consider when thinking about these initial calls:
- They are a two-way street: It’s not just about the salesperson pitching their product. It’s also about the prospect learning more about the salesperson’s company and how it can help them.
- They help build rapport: By having a conversation with the prospect, the salesperson can start to build a relationship with them.
- They can be used to qualify leads: The salesperson can use the discovery call to determine if the prospect is a good fit for their product or service, worthy of further outreach, and worth scoring as a higher-intent lead in your sales pipeline.
While this article focuses on how to write effective emails to schedule discovery calls, check out our related guide covering sales discovery call scripts.
Key Elements of a Discovery Call Email
While there isn’t a one-size-fits-all template, effective discovery call emails typically cover these elements:
- Introduction: Briefly introduce yourself, your company, and the purpose of the call.
- Context: Briefly mention how you learned about the prospect and their business (if applicable).
- Objectives: State the goals for the call, which is to learn more about their needs and explore if your product or service is a good fit.
- Agenda (Optional): Briefly outline the topics you’d like to discuss during the call.
- Call to Action: Suggest a few times for the call and ask the recipient to confirm their availability.
Best Practices for Discovery Call Emails
Here are some best practices for crafting effective discovery call emails:
- Grab attention with a clear subject line: Avoid generic greetings and directly mention the purpose of the call.
- Personalize the email whenever possible: Briefly mention something specific about the recipient’s company or role to show you’ve done your research.
- Clearly communicate the value proposition: Briefly explain how your call can benefit the recipient and their business.
- Keep it concise and professional: Get straight to the point and avoid lengthy introductions.
- Suggest a few call times and offer flexibility: Show the recipient you respect their time by providing options. Don’t go overboard with suggested times, but provide two or three large scheduling windows to help move things along. Alternatively, send a link to your scheduling software to instantly share calendar availability.
- Proofread carefully before sending: Ensure there are no typos or grammatical errors.
- Follow up if you don’t hear back: People are busy. A polite reminder email can increase your chances of booking the call.
Benefits of Using Discovery Call Email Templates
Discovery call email templates can be a valuable tool for sales professionals, especially when reaching out to new prospects. Here are some key benefits:
- Save Time: Templates provide a starting point, allowing you to quickly personalize the email with specific details about the prospect and your business. This can save significant time compared to crafting emails from scratch.
- Improve Consistency: Using templates helps ensure your outreach is consistent and professional across all interactions within your sales team.
- Highlight Key Points: Templates can help structure your email to ensure you cover the essential elements for booking a call, such as the purpose of the call and the value proposition for the prospect.
- Increase Response Rates: Well-crafted templates can grab the prospect’s attention and clearly communicate the benefits of a discovery call, potentially leading to a higher response rate.
How TextExpander Can Help
TextExpander can be a valuable tool for streamlining your discovery call outreach process. Here’s how:
- Consistency with Templates: TextExpander allows you to store pre-written templates for different discovery call scenarios. These templates can include common elements like introductions, objectives, and calls to action.
- Easy to Personalize: With TextExpander, you can insert specific details like prospect name, company, and relevant pain points into your templates. This personalizes each email while saving time compared to writing from scratch.
- Improved Efficiency: TextExpander helps you draft emails faster by eliminating repetitive typing. This can free up time for other aspects of your sales process.
Discovery Call Email Templates
Initial Contact
Subject: Let’s Discuss Your [Pain Point] Solutions
Hi [Recipient’s Name],
I’m [Your Name], a [Your Position] at [Your Company]. We specialize in [Your Services] and have helped companies like yours achieve [Specific Results]. I’d love to discuss how we can help you achieve [Specific Goal].
Would you be available for a quick call on [Date/Time] or [Alternative Date/Time]? Feel free to reach out to me at [Your Phone Number] or [Your Email].
Best,
[Your Name]
[Your Position]
[Your Company]
Follow-Up Email
Subject: Following Up on My Previous Email
Hi [Recipient’s Name],
I hope you’re well. I wanted to follow up on my previous email about how you’re currently solving [Pain Point]. I believe we can help you achieve [Specific Goal] and would love to find a time to chat.
Are you available for a call on [Date/Time] or [Alternative Date/Time]?
Best,
[Your Name]
[Your Position]
[Your Company]
Confirmation Email
Subject: Confirming Our Discovery Call
Hi [Recipient’s Name],
Thank you for scheduling a call. I’m looking forward to our discussion on [Date/Time]. Please let me know if anything comes up ahead of the call.
Best,
[Your Name]
[Your Position]
[Your Company]
Personalized Discovery Call Email
Subject: Let’s Discuss [Recipient’s Company] and [Your Company]
Hi [Recipient’s Name],
I noticed that [Recipient’s Company] is doing some impressive work in [specific area]. I’d love to discuss how [Your Company] can support your efforts and help achieve even greater results.
Are you available for a quick call on [Date/Time] or [Alternative Date/Time]?
Best,
[Your Name]
[Your Position]
[Your Company]
Value Proposition Discovery Call Email
Subject: Unlocking [Specific Benefit] for [Recipient’s Company]
Hi [Recipient’s Name],
At [Your Company], we specialize in [specific service/product] that could greatly benefit [Recipient’s Company] by [specific benefit]. I’d love to discuss this in more detail.
Could we schedule a call on [Date/Time] or [Alternative Date/Time]?
Best,
[Your Name]
[Your Position]
[Your Company]
Warm Lead Discovery Call Email
Subject: Quick Call to Explore [Your Company]’s Solutions
Hi [Recipient’s Name],
I’m [Your Name], a [Role] at [Your Company]. I know that [context for prior engagement with prospect and Your Company].I believe we can provide valuable support in [specific service/product].
Could we discuss this further on a quick call on [Date/Time] or [Alternative Date/Time]?
Best,
[Your Name]
[Your Position]
[Your Company]
Cold Lead Discovery Call Email
Subject: Exploring Potential Collaboration
Hi [Recipient’s Name],
My name is [Your Name] from [Your Company]. We help businesses like [Recipient’s Company] in [specific area] achieve [specific result].
We have significant experience helping companies like yours achieve [specific result] including [Example company outcome #1] and [Example company outcome #2].
I’d love to explore how we can work together on this. Would you be available for a quick call on [Date/Time] or [Alternative Date/Time]?
Best,
[Your Name]
[Your Position]
[Your Company]
Post-Event Discovery Call Email Template
Subject: Great Meeting You at [Event Name]
Hi [Recipient’s Name],
It was great meeting you at [Event Name]. I enjoyed our conversation about [specific topic]. I believe there’s potential for us to work together.
Could we schedule a call to discuss this further on [Date/Time] or [Alternative Date/Time]?
Best,
[Your Name]
[Your Position]
[Your Company]
Referral Introduction
Subject: [Referral’s Name] recommended I reach out
Hi [Prospect’s Name],
I hope this email finds you well.
I’m reaching out because [Referral’s Name] from [Referral’s Company] suggested I connect with you. They mentioned that [Prospect’s Company] might be interested in [Your Solution].
I’d love to schedule a quick call to learn more about your business and discuss how [Your Company] can help. Are you available for a brief chat next week?
Best,
[Your Name]
[Your Position]
[Your Company]
Social Media Connection
Subject: Let’s connect to discuss [Shared Interest]
Hi [Prospect’s Name],
I saw your post about [Shared Interest] on [Platform]. It was interesting to read your thoughts on [Topic].
I’m reaching out because I think [Your Company] could offer some valuable insights into [Related Topic]. Would you be available for a brief call to discuss this further?
Best,
[Your Name]
[Your Position]
[Your Company]
Free Offer
Subject: Exclusive offer: [Free Resource]
Hi [Prospect’s Name],
I noticed [Prospect’s Company] is in the [Industry] industry. My team at [Your Company] works with other companies in your industry that are facing challenges with [Paint Point].
Based on these experiences, we’ve created a free [Resource] that can help [Benefit].
I’d love to schedule a quick call to discuss how this resource can be beneficial to your business. I’d be happy to chat about any of our other resources in this space and if we can provide any further assistance.
Are you available to connect to discuss further this week?
Best,
[Your Name]
[Your Position]
[Your Company]
Urgent Offer
Subject: Limited-time offer: [Discount or Bonus]
Hi [Prospect’s Name],
I’m a [Role] at [Company]. We help companies like [Prospect’s Company] achieve [the primary benefit of your product or tool].
We’re currently running a limited-time offer for new customers. You can [Benefit] when you sign up before [Date].
Are you available for a quick call next week to discuss how we could get you all set up?
Best,
[Your Name]
[Your Position]
[Your Company]
Casual and Friendly
Subject: Quick chat?
Hi [Prospect’s Name],
I hope this email finds you well.
I came across [Prospect’s Company] and was impressed by your work on [project area]. I think there might be an opportunity for us to collaborate.
Would you be available for a quick chat to explore this further?
Best,
[Your Name]
[Your Position]
[Your Company]
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