Workflow · Step 2

Run Discovery

Help SDRs run strong solo discovery calls and qualify whether the use case is real.

Sections

Before the call
During the call
After the call
Qualification
Vision match
NDA / footage needs
Avoma handoff

Workflow

End-to-end discovery workflow

Before the discovery call

  • Send follow-up email right after booking
  • Build the VSB based on industry and discovery context
  • Initiate NDA if needed
  • Collect and organize footage
  • Keep prospect warm with relevant content
  • Send confirmation email the day before the call

During SDR discovery

  • Understand use case
  • Identify stakeholders
  • Confirm timeline
  • Qualify if the vision is real
  • Flag NDA needs
  • Confirm next meeting
  • Identify value drivers

After SDR discovery

  • Generate Avoma handoff doc
  • Post in #discussSDR
  • Get AE assigned
  • Prepare AE context

Tools

Discovery resources

Discovery resources coming soon — add them in data/resources.ts.