Free template, copy and use

Free discovery call template

Discovery is about questions, not pitching. This template gives you an opening, questions grouped by topic with room for answers, and a close that books the next step.

Let Acta fill it in

Paste it into Google Docs, Word, Notion or an email. Replace the [brackets].

Discovery call template

Opening (2 min)

Thanks for your time. The goal today is to understand [area] and see if it makes sense to go further. Does that work?

Current situation

How do you handle [process] today? Answer: [ ]

Who is involved? Answer: [ ]

Problems and impact

Where does it break down? Answer: [ ]

What does that cost you? Answer: [ ]

Priority and timing

Why look at this now? Answer: [ ]

Is there a date you're working towards? Answer: [ ]

Decision

Who else would be involved in choosing? Answer: [ ]

How have you bought tools like this before? Answer: [ ]

Close (3 min)

Summary of what I heard: [ ]

Next step: [meeting, date, attendees]

How to use this template

  • Aim for the buyer to talk most of the time.
  • Ask about impact, not only problems.
  • Summarise back what you heard before proposing a next step.

Skip the typing

Acta records your Zoom, Google Meet and Teams meetings, with or without a bot, and writes the notes for you: a summary, decisions, next steps and action items with owners, next to the transcript. Free for 15 days.

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Frequently asked questions

Related:

How long should a discovery call be?

Usually 30 to 45 minutes.

Which framework works for discovery?

SPIN and SPICED are built for discovery; BANT and MEDDPICC help qualify the deal.

Is this discovery call template free?

Yes. Copy it into Google Docs, Word, Notion or an email and use it as often as you like. No sign-up needed.

Can AI fill in the discovery call for me?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, with or without a bot, or in person with the mobile app, and writes the notes, decisions and action items with owners afterwards. Anything the meeting didn't cover is left out, not made up.