Introductory Call

An introductory call is often the first step in building a new business relationship. It provides a chance to introduce your company's products or services, understand the prospect's needs, and establish a path forward.

Use the Introductory Call Meeting Agenda Template to ensure you are well-prepared and consistently on track for any Introductory Call. Get the right start on a fruitful business relationship with a structured agenda, effective note-taking, and detailed follow-up.

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Introductory Call Template

Meeting Prep Checklist

• Research the prospect's company, industry, and competitors
• Research the prospect's role, responsibilities, and background
• Understand prospect's pain points and how your solutions address them
• Prepare a list of open-ended questions to uncover unknown pain points, needs, and goals
• Develop an engaging and concise value proposition
• Identify common objections and prepare detailed responses
• Gather and ready any materials relevant to the prospect
• Prep relevant case studies or success stories
• Practice delivering your elevator pitch
• Test your tech
• Have a backup plan ready

Meeting Agenda Template

1. Opening and Agenda Review
   • Welcome and introductions
   • Give a brief overview of your organization
   • Recap of objectives and agenda
2. Background and Understanding Needs
   • Ask the prospect for a brief summary of their organization
   • Ask the prospect about their role, responsibilities, priorities, and challenges
   • Encourage the prospect to share their pain points, challenges, and goals
3. Value Proposition
   • Give a detailed overview of your product/service
   • Highlight key benefits and advantages of your solution vs. others
   • Share relevant case studies and success stories to reinforce your solution
4. Q & A and Discussion
   • Encourage the prospect to ask questions and share feedback or concerns
   • Address any concerns or uncertainties the prospect mentions
5. Next Steps
   • Discuss next steps (sending a proposal, scheduling a demo, follow-up meeting, etc.)
   • Set a rough timeline for the next steps
6. Closing and Thank You
   • Summarize the key points
   • Confirm the prospect's interest level and commitment to next steps
   • Thank the prospect for their time and interest

Meeting Notes Template

1. Basic Information:
   • Date and time
   • Attendees and their roles
   • Contact information
2. Key Discussion Points:
   • Prospect's pain points, challenges, and goals
   • Prospect's existing solutions or competitors
   • Prospect's budget range and preferred timeline for a solution
   • Questions, concerns, or objections raised by the prospect, plus your responses
3. Value Proposition:
   • Key points discussed about offerings
   • Specific aspects of your solution the prospect expressed interest in
   • Case studies and prospect's interest
4. Next Steps:
   • Agreed-upon next steps and deadlines
   • Roles and responsibilities for next steps
5. Summarize the Call:
   • Key takeaways and confirmed next steps

Meeting Follow-up Checklist

• Review meeting notes
• Update your CRM with meeting notes, outcomes, and feedback
• Upload meeting recording/transcript to CRM
• Update any contact information and potential opportunity records in CRM
• Assign responsibilities and set clear deadlines
• Schedule a follow-up meeting and set a clear objective
• Send a follow-up email recapping the meeting, listing responsibilities, and outlining next steps
• Attach any additional information or resources discussed
• Prepare materials and review notes/research before following up again

Maximize Your Meeting Success

Instantly use this template in Meetingflow:

• Connect your calendar to collaborative meeting plans
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• Get AI customer follow-up emails and AI summaries
• Learn more about better meetings with Meetingflow.