SAMPLE BRIEFING Ready

Your conversation with Sarah

Company Acme Role VP Product Goal Discovery Call

๐ŸŽฏ Meeting Objective

Understand where Sarah's team is experiencing friction today, and position your product as a natural next step โ€” not a pitch, but a conversation about outcomes she already cares about.

Leave with a clear read on whether there's real fit, and a specific, calendared next step if there is.

๐ŸŽฏ Focus On

  • Understand her team's current product workflow and where it's breaking down.
  • Learn how she's measuring success today, and what "better" would look like.
  • Gauge urgency โ€” is this a near-term priority or a background interest.

๐Ÿง  What This Means

  • Sarah is likely evaluating solutions against internal pressure to show measurable impact โ€” lead with outcomes, not features.
  • Her focus on reducing operational complexity suggests she values simplicity over comprehensiveness.
  • Early-stage discovery calls like this one are won on curiosity, not certainty โ€” ask more than you tell.

๐Ÿ—ฃ๏ธ How To Steer The Conversation

  1. Open by asking what prompted her to take this call now.
  2. Explore her current workflow before mentioning your product at all.
  3. Reflect back the friction she describes in her own words.
  4. Close by proposing a specific, scoped next step โ€” not a generic follow-up.

๐Ÿ‘‚ Listen For

  • Mentions of manual or repetitive work: signals a workflow pain point you can speak directly to.
  • References to leadership or board pressure: signals she needs a visible, measurable win.
  • Vague or noncommittal answers about timeline: signals this may be exploratory rather than active.

โš ๏ธ Watch Outs

  • Don't lead with product features before understanding her actual workflow.
  • Don't let the call end without a specific next step and date.
  • Don't assume urgency โ€” confirm it directly instead of guessing.

โ“ Ask These

  • What prompted you to look into this now, versus six months ago?
  • Walk me through how your team handles this today โ€” where does it break down?
  • If this went well, what would you want to be able to show your leadership team?

โœ… Leave The Meeting With

A clear picture of whether there's real fit, and a specific, calendared next step โ€” not a vague "let's stay in touch."

๐Ÿ’ผ Executive Lens

  • Treat this as a discovery conversation, not a sales pitch โ€” the goal is understanding, not persuading.
  • The strongest signal of fit is Sarah's own language about her problem, not your pitch about your solution.

Confidence

๐ŸŸก Moderate Confidence

Based on limited context about Sarah's specific priorities โ€” confirm urgency and timeline directly on the call.