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Salessalesdiscoveryqualificationbuyer needs

Discovery Call Capture

Captures the prospect's situation, stated and unstated needs, buying process, and decision criteria right after a discovery call — so the next person to touch the deal has full context, not a CRM summary that lost the nuance.

6 questions~15 min to complete

Use this template

Create a draft session from this template, then customize it before publishing.


Questions

1.

What problem is the prospect actually trying to solve, in their own words?

Long textRequired
2.

What are they using today, and what specifically is failing them about it?

Long textRequired
3.

Who else needs to be involved in this decision, and what do you know about each of their priorities?

Long textRequired
4.

What's their stated timeline, and does it match how urgently they're behaving?

A mismatch here is often the most useful signal from the whole call.

Long textRequired
5.

What did the prospect NOT say that you noticed — hesitation, a topic they avoided, a question they dodged?

Long textOptional
6.

How well-qualified does this opportunity feel based on this call?

Rating scaleRequired

What you'll get

After each completed session, Mayetik generates a structured AI summary. Here's an example of the output format — the actual content reflects each respondent's answers.

Sample AI summary

Key themes from this session

The respondent's answers highlighted three recurring themes — each supported by specific examples drawn from their experience. The summary captures what was said, not what was expected.

Standout insights

Two responses stood out as unusually detailed and pointed to an area worth following up on. The full text of each answer is preserved below the summary.

Suggested next steps

Based on the patterns in this session, the AI identified three concrete actions for the project team to consider. These are drawn directly from the respondent's own suggestions.

Generated from 6 questions · ~15 min session


Ready to start from this template?

The template will be created as a draft session, so you can adjust the title, questions, and wording before publishing.