Open the call “Thanks for the time. Goal today - confirm fit and agree on the next step. If no fit, we end early. Good?”
2‑minute proof “One seed customer cut approval time from 12 days to 3 using this workflow. I will show the 3 clicks.”
Prime questions- “Walk me through how you do this today.”
- “Where does it slow or break?”
- “What happens if this is the same in 90 days?”
- “Who else cares about this metric?”
Transition to walkthrough“Based on that, I will show only the 3 things that fix the slowdown you described.”
Handle risk briefly“Security and SOC 2 details are ready. I will loop our engineer if we green‑light a pilot.”
Ask for the next step“Let’s put 30 minutes on Thursday to scope a 2‑week pilot with your ops lead. 10:00 or 14:00?”
Follow‑up emailSubject: Next step and notes “Thanks for the time. We confirmed fit on X and Y. Next step - pilot scope on Thu 14:00. Attendees: you, ops lead, our engineer. Attached: one‑pager, security checklist.”