Identify opportunities with new customers and capture learnings
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Include additional information and background about the customer if relevant
Ask the customer what he wishes existed to solve the problem mentioned in the call. Why?
Document any notable tools or software that the customer relies on
Conclude note with next action items and any commitments made to the customer
Connecting with new potential customers is the name of the game. How do you effectively identify these opportunities and capture all the learnings from your meeting?
Fed Melanson, Founder & CEO of Bliinx has a proven approach to address this question with his customer discovery call. Luckily, now you can use it as well.