Meeting Request Emails
Discovery Call Email Template
Discovery calls are easier to book when prospects see value for themselves, not just for you. This template positions the call as mutually beneficial exploration.
Subject Line Options
Quick chat about {{company}} goals15 minutes to explore {{challenge}}Learn how {{similar companies}} approach {{problem}}Quick call - {{their initiative}} questionExploring {{topic}} togetherEmail Template
Hi {{firstName}},
I work with {{type of company}} on {{challenge area}}, and {{company}} came up on my radar because {{specific reason/trigger}}.
Id love to learn more about how youre currently handling {{specific challenge}} and share a few ideas based on what Ive seen work at similar companies.
If nothing else, youll walk away with {{specific insight or benchmark}}.
Would you have 15 minutes this week for a quick call?
Best,
{{yourName}}Replace items in {{brackets}} with your specific information.
Why This Template Works
- Positions call as learning and sharing, not selling
- Promises specific value they will get
- Shows genuine interest in their situation
- Short time commitment reduces friction
Best Practices
- -Make the value to them explicit
- -Keep discovery calls short (15-20 min)
- -Prepare 2-3 discovery questions in advance
- -Have insights ready to share in return
When to Use
- Early sales stage before qualification
- When you need to learn about their situation
- Complex sales that require understanding context
When NOT to Use
- When you already know their situation well
- Simple transactional sales
- When demo or proposal is more appropriate
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