📋 Pre-call brief
🏷
Deal: Discovery · $48k ARR · Q2 target
⚠️
Last call: Budget pushback, asked about ROI
timeline
📌
You committed to: Send case study from a
similar-sized team
Playbook match · Timing objection
"This looks interesting but we're heads down on a big initiative —
can we revisit in Q3?"
Say this
"Totally understand — what's driving the Q3 timeline
specifically?"
Why
Most delays aren't hard blockers. Get them to name what changes
in Q3 — then ask if a pilot now would actually put them ahead of
it.
⏱ After this call
1
Call summary auto-logged to Gong & Salesforce
2
Follow-up commitments flagged for review