Discovery Follow Up Template
Progress deals from discovery to close with Alexine Mudawar’s Discovery Follow-Up Template.
About this template
A stellar discovery call means nothing if you don’t nail the follow-up.
We teamed up with Alexine Mudawar to create this Discovery Follow-Up Template. This resource will arm you with a framework for discovery follow-up that moves the deal forward.
Plus, with Alexine’s pro tips, you’ll not only understand 'what' to say and deliver but also the 'how' and 'why' behind this format, so you’re continually improving your craft.
What's included?
- Overview
- Big themes
- Quote from champion
- Case study
- Next steps
- Pro-tips from Alexine
A tool packed with features
Design interactive proposals
Impress buyers with interactive proposals that stand out. Qwilr’s drag-and-drop editor makes it easy to create on-brand, stunning collateral — no design skills needed. Add videos, dynamic pricing, and ROI calculators to deliver a unique experience, while automated brand customizations ensure every proposal looks professional.
Smart automations
Streamline your sales process with Qwilr’s automation tools. Generate personalized proposals, quotes, and pitch decks in minutes by connecting to your CRM. Use templates and dynamic fields to automate content creation and keep your CRM updated. With integrations like HubSpot and Salesforce, Qwilr eliminates manual tasks so your team can focus on closing deals.
Built-in e-sign functionality
Combine stunning proposals, plain-text agreements, and secure e-signatures in one tool. Add print-friendly agreements alongside dynamic content and collect legally compliant e-signatures with ease. Track progress, capture multiple signatures, and close deals faster with Qwilr’s integrated e-sign functionality.
Real-time proposal analytics
Qwilr’s analytics provide full visibility into buyer engagement. Track when proposals are opened, signed, or shared, and get instant notifications for key buyer activities. See what buyers click on, how they engage, and prioritize follow-ups based on real-time insights—all designed to help close deals faster.
Embed dynamic quotes & interactive pricing
Create accurate, engaging quotes that speed up sales. Populate quotes directly from your CRM, showcase pricing as traditional quotes or interactive plans, and upsell buyers with add-ons. Customize quotes with recurring costs, discounts, and multi-currency options. Qwilr ensures every quote is professional and designed to close deals.
Get Paid Instantly with QwilrPay
Simplify payments with QwilrPay. Let buyers pay instantly after reviewing and signing proposals using credit cards, direct debit, or bank transfers (coming soon). Offer part or full payments and track status in real time, removing delays and making it easy to get paid quickly.
Templates for every use case
Explore templates for sales, marketing, customer success, sales enablement and more.
Explore sales process templates
Frequently asked questions
Qwilr empowers sales teams to maximize their success throughout the sales cycle. The platform enables sellers to build customized proposals and sales assets quickly, easily, and always on-brand, addressing specific buyer needs to ensure confidence in their purchasing decisions.
Qwilr achieves this by transitioning sales teams from outdated and fragmented methods of selling to a seamless, web-based buyer experience that integrates with your CRM. This approach provides unique buyer insights, helping you make the most of every deal.