Software Demo Discovery Call Script
Use this when: A prospect has booked a demo and you want to learn their real problem first.
Opening "Thanks for making time, [name]. Before I show anything, could I ask a few questions, so I only show what's relevant?" Current state - "What prompted you to look at this now?" - "How do you handle [problem] today?" - "What happens if nothing changes?" Impact - "Who feels this most on your team?" - "How do you measure it today?" Decision - "Who else needs to be comfortable with this?" - "Are there any security or procurement steps we should plan for?" Transition "Based on that, I'll focus on [two things]. Tell me if I've got that wrong." Close "What would you need to see to take the next step? Let's put [next step] on the calendar now."
Before you use this: Only promise features that exist. Label roadmap items clearly as plans, not commitments.
Fill in the items in square brackets and adapt this to your business. It's a starting point, not legal or professional advice.
More for technology
Production Incident Response SOP
Outages are handled differently each time, and customers hear about them late.
AI Prompt to Find Themes in Customer Feedback
You have a pile of support tickets or survey comments to sort through.
More call scripts
Buyer Enquiry Follow-Up Call Script
A buyer has asked about a listing or project and you're making the first call back.
Bid Follow-Up Call Script
You've submitted a bid and want to learn where it stands without sounding pushy.
Missed Call Callback Script for Home Service Companies
You missed a call from a possible customer and you're calling back.