> ## Documentation Index
> Fetch the complete documentation index at: https://docs.navattic.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Pre-call discovery

> Learn about what the prospect is interested in before the first call.

export const Email = ({title = 'Email', children}) => {
  return <div className="overflow-hidden rounded-md border border-gray-200 dark:border-gray-700">
      <div className="flex items-center gap-2 border-b border-gray-200 dark:border-gray-700 bg-gray-50 dark:bg-gray-800 px-3 py-2">
        <Icon icon="mail" />
        <div className="text-sm font-medium text-gray-900 dark:text-gray-100">{title}</div>
      </div>
      <div className="max-w-xl space-y-5 px-5 py-2 bg-white dark:bg-gray-900">{children}</div>
    </div>;
};

Getting a prospect to attend a live meeting is already a win—don’t waste that time on basic overviews. Instead, use a **pre-call discovery demo** to educate the prospect and uncover additional stakeholders ahead of time. This allows your first call to focus on deeper discovery, addressing questions, and advancing the deal—instead of starting from square one.

Sharing a demo before a scheduled meeting allows prospects to educate and qualify themselves in advance. When positioned effectively, the demo can also be shared internally, helping bring additional stakeholders into the conversation. Sales reps can use this insight to tailor their approach and prepare for the call.

## What to send prospects

Craft an email to the prospect that includes instructions on how to view the demo and sets expectations for how long it will take. Ensure that it will provide helpful context and set the stage for a more productive conversation.

Also encourage them to forward the demo to others on their team who might be involved in the buying decision.

<Email title="Pre-call discovery email">
  <div>**Subject**: Your personalized demo ahead of our call</div>

  <div>**Hi \{First Name}**,</div>

  <div>Here’s the interactive demo I mentioned. Please take a few minutes to explore it before our call on Monday—it should only take about 10 minutes to complete. You’ll also be able to customize the demo based on what you’re interested in seeing.</div>

  <div>You can also share the demo with colleagues by clicking the Invite button in the lower-left corner of the demo.</div>

  <div>Let me know if any questions come up ahead of the call!</div>

  <div className="space-y-1">
    **Mark Anthill**
    <div>Account Executive <span className="text-gray-400">|</span> Navattic</div>
  </div>
</Email>

<Tip>
  Encouraging prospects to share the demo early in the sales cycle can help **uncover new
  stakeholders and reveal the buying circle.**
</Tip>

## How to follow up

Following up with with the prospect after sending the demo, but before the scheduled meeting, helps ensure the prospect is prepared for the call and can uncover new stakeholders to join the meeting that may be involved in the buying decision.

We recommend setting a reminder to follow up two days after sending the pre-call discovery demo. <Icon icon="calendar" /> **After two days**:

#### <Icon icon="circle-check" /> If the prospect has viewed the demo

This is a great chance to ask your champion to share it internally with other decision-makers and invite other stakeholders to join the scheduled meeting.

<Email title="Pre-call discovery viewed demo email">
  I noticed you spent time exploring \{Interest}—it seems like that’s a key area of interest. Is
  there anyone else on your team who would benefit from seeing the demo or joining our upcoming
  call?
</Email>

#### <Icon icon="circle-x" /> If the prospect hasn’t viewed the demo

Send a gentle reminder encouraging them to check it out—framing it as a helpful resource before the scheduled meeting that will help focus the conversation.

<Email title="Pre-call hasn't viewed demo email">
  <div>Just wanted to send a quick reminder to check out the demo I shared before our call on \{Date}. It's a helpful to see this in **advance of our call** to help focus our conversation.</div>

  <div>Feel free to invite other colleagues to the demo and join our upcoming call.</div>
</Email>

## What to do when the prospect views the demo

When the prospect views the demo, you'll receive an <Icon icon="mail" /> **Email alert** with a summary of their session and a summary of what they are interested in. Take a minute to review this information before the call so that you know in advance what to prepare.

<img className="overflow-hidden rounded-xl border" src="https://mintcdn.com/navattic-app/X_En9YFaQPnGBJkK/images/email-alerts-interest-levels.png?fit=max&auto=format&n=X_En9YFaQPnGBJkK&q=85&s=859bd75708210b77c4cbed047d7a883d" alt="Email Alerts Interest Levels" width="1736" height="772" data-path="images/email-alerts-interest-levels.png" />

## Interest demos

{" "}

<Icon icon="chart-no-axes-column" /> **Interest demos** are extremely useful for **pre-call
discovery**: because they can be used to collect what the prospect is interested in and what their
priorities are.

Learn how to create Interest Demos:

<CardGroup cols={2}>
  <Card title="Building interest demos" icon="chart-no-axes-column-increasing" href="/launchpad/demos/interest" img="/images/interest-levels.png">
    Unlock a powerful insight - what features prospects are interested in.
  </Card>
</CardGroup>

### Explore example emails for pre-call exploration

Try some of our example email templates we created to get started. We recommend tailoring them to your product, industry, and team needs.

<AccordionGroup>
  <Accordion title="Here's a demo ahead of our call">
    <Email title="Pre-call discovery email">
      <div>**Subject**: Here's a demo ahead of our call</div>

      <div>**Hi \{First Name}**,</div>

      <div>Thanks for scheduling time on my calendar. I'll be looking forward to our demo call on \{Date}.</div>

      <div>In preparation for the call, here's an interactive demo that you can try for yourself when you have a moment. Please take a few minutes to explore the demo **before the call**.</div>
    </Email>
  </Accordion>

  <Accordion title="Quick demo before our call">
    <Email title="Pre-call discovery email">
      <div>**Subject**: Quick demo before our call</div>

      <div>**Hi \{First Name}**,</div>

      <div>Ahead of our chat, I wanted to share this short interactive demo. It’s a quick way to get familiar with \{Product} before we dive in.</div>

      <div>Takes less than 2 minutes.</div>
    </Email>
  </Accordion>

  <Accordion title="See {Product} in action before we talk">
    <Email title="Pre-call discovery email">
      <div>**Subject**: See \{Product} in action before we talk</div>

      <div>**Hi \{First Name}**,</div>

      <div>Before our meeting, here’s a quick walkthrough showing how \{Product} solves \{Problem}.</div>

      <div>Gives a head start so we can go deeper on the call.</div>
    </Email>
  </Accordion>

  <Accordion title="Get a head start before our meeting">
    <Email title="Pre-call discovery email">
      <div>**Subject**: Get a head start before our meeting</div>

      <div>**Hi \{First Name}**,</div>

      <div>Here’s an interactive demo that covers the basics of {Product} so you can explore it before our conversation.</div>

      <div>It should help frame our discussion and speed things up.</div>
    </Email>
  </Accordion>

  <Accordion title="Try this demo before we connect">
    <Email title="Pre-call discovery email">
      <div>**Subject**: Try this demo before we connect</div>

      <div>**Hi \{First Name}**,</div>

      <div>To make the most of our upcoming call, I thought you might want to try this short demo of \[Product].</div>

      <div>You’ll get a feel for how it works in under 90 seconds.</div>
    </Email>
  </Accordion>

  <Accordion title="Intro to {Product} – quick demo">
    <Email title="Pre-call discovery email">
      <div>**Subject**: Intro to \{Product} – quick demo</div>

      <div>**Hi \{First Name}**,</div>

      <div>Looking forward to our call! In the meantime, here’s a quick interactive demo that walks through the core experience.</div>

      <div>No setup or login—just click through.</div>
    </Email>
  </Accordion>
</AccordionGroup>