Scenario: You’ve completed a successful discovery call with your prospect and have both decided to move forward in the sales process to the solution demo. You’ve determined a date for the call, a list of stakeholders who should be on the call, and a tentative agenda. What next step should you take?

  • Send a solution demo call invitation only to your point of contact with your notes from the discovery call.
  • Send an email to your point of contact reinforcing the solution demo call date and time.
  • Send a solution demo call invitation to your prospect and additional stakeholders/attendees with the proposed agenda.
  • Send a solution demo call invitation to your prospect and additional stakeholders/attendees without the proposed agenda.

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