Discovery Follow Up Template

Effective discovery follow-up is critical for carrying forward the momentum beyond initial discovery.

Many buyers are engaged during discovery, but their excitement can wear off when you try to push forward with your sales process, and proper due diligence and hard work are required on their end. Utilize Alexine’s Discovery Follow-Up Template to streamline your follow-up process and maintain engagement with potential buyers, powered by a sales proposal automation software.

Use Alexine’s Discovery Follow-Up Template to:

1. Nail down the key themes you heard in discovery
2. Highlight a quote from your champion to link their desired outcomes to current pain
3. Showcase a relevant case study that demonstrates the impact your company’s product or service can have on their org
4. Frame up next steps and who would need to be involved so you can agree on a clear action plan that ensures your deal moves forward.

As a seller, it can be hard to cut through the noise. Your buyer is faced with endless priorities, distractions, and responsibilities. Plus, it’s possible your buyer is evaluating other solutions.

One of the ways you can navigate this is with compelling sales collateral and actionable follow-up that makes your solution and team stand out. Furthermore, most purchasing decisions are made by a buying committee of 5-7 people, and there’s no guarantee you’ll get to meet face-to-face with each of these people in your sales cycle.

Qwilr gives you the peace of mind that when your champion passes your key sales assets to the broader buying committee, your solution leaves a lasting impression. Additionally, with Qwilr’s analytics, you can know when, who, and how your buying committee is engaging with your content and sales process.

Qwilr is a great fit for discovery follow up, and for your proposals and sales collateral more broadly.

With Qwilr, you can:

1. Create interactive sales material that cuts through the noise. Send a single URL instead of endless revisions and long email threads with attachments.
2. Empowers buyers to review, sign, and pay with one interactive page, designed to help you close deals with velocity.
3. See what buyers are reading and clicking on and personalize your next touchpoint based on their behaviors.
4. Create templates and asset libraries that automatically create sales material in one-click from a CRM.

Here's a quick video overview of how to get started with this template:

Using Qwilr's Discovery Follow-Up Template is simple and effective. Begin by selecting the template from the Qwilr library and customizing it to suit your needs. Add pertinent details from your discovery meeting, such as client requirements, pain points identified, and proposed solutions. Enhance the presentation with visuals like diagrams or illustrations to illustrate key concepts.

Next, personalize the follow-up message to reinforce your understanding of the client's needs and how your solution addresses them. Highlight any additional insights gained since the meeting and propose next steps or actions to move the process forward.

Once the template is tailored to your specific situation, share it seamlessly with your team or clients. Monitor engagement metrics to track interest and response, allowing you to refine your approach for future interactions and effectively guide the client through the sales process.