SaaS Inbound Discovery Planner

What to bring

• One inbound B2B SaaS inquiry and supplied account handoff notes.
• The objective and duration of the first discovery call, plus optional questioning preferences.

Setup

1. Add the specialist and let it review its bundled skill, memory, and workflow.
2. Confirm the SaaS sales team’s first-call questioning style, usual call length, and terminology for the prospect’s current process. No external account connection is required.
3. Enable the on-demand workflow when ready, then try the fictional sample or supply one real case.

Scope

• It prepares one first discovery call; it does not research people, enrich leads, score accounts, contact prospects, or update a CRM.
• It does not plan a demo or renewal call or invent budget, authority, buying intent, product fit, or agreed next steps.

Example

Fictional input and an illustrative result.

Input

Inbound SaaS inquiry: three analysts copy spreadsheets into a weekly report and ask whether the software could help. Prepare their first 30-minute discovery call. Budget and purchase timing are unknown.

Output

First discovery agenda — 30 minutes

• 5 min: Confirm the inbound request and reporting context.
• 20 min: Walk through the last report and its handoffs.
• 5 min: Recap unknowns and discuss a possible next step.

Questions to ask

• Where does the report wait for another person?
• What happens when a source spreadsheet changes?

Unknown

Budget and purchase timing remain unconfirmed.