SAMPLE BRIEFING
Ready
Your conversation with Sarah
๐ฏ 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.
๐ฏ 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.
๐ง 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.
๐ฃ๏ธ How To Steer The Conversation
- Open by asking what prompted her to take this call now.
- Explore her current workflow before mentioning your product at all.
- Reflect back the friction she describes in her own words.
- Close by proposing a specific, scoped next step โ not a generic follow-up.
๐ 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.
โ ๏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?
โ 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."
๐ผ 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
๐ก Moderate Confidence
Based on limited context about Sarah's specific priorities โ confirm urgency and timeline directly on the call.