What's the main challenge you're hoping to solve?
M
Capture and Qualify Leads
Concierge agent · 3.2K uses
Concierge Agent
Prepare Every Sales Call
Pre-call forms get ignored — reps waste calls on basics. Calendar invites tell you someone booked a call. Your concierge tells you why—their current pain points, what triggered the search, and what success looks like. Reps show up with a tailored pitch instead of spending the first 20 minutes on generic discovery questions.
Qualified prospects
Targeted demos
Faster closes
Used 1,900+ times
What's inside this template
Start from this conversation and adapt it to your team — change any question, add your own logic, and connect the tools you already use.
Questions it always asks
The core fields every response captures.
Always ask about their current tech stack and pain points
Ask what triggered their search for a new solution
How it adapts
Follow-ups that change based on what people say.
If they're unhappy with their current provider, ask what's not working
If they mention security concerns, ask about compliance requirements
Where it routes people
Different paths for different answers.
If they need 24/7 support, highlight our managed services tier
If they're a small business, recommend our SMB package
Automations it can trigger
Actions that fire the moment a response comes in.
Send discovery notes to the assigned rep via Slack
Update ConnectWise opportunity with pre-call intel
Add context to HubSpot contact before the meeting
SOC 2 Type II and ISO 27001:2022 certified. Responses are encrypted in transit and at rest, and you own your data. View our Trust Center.
How this AI template works
Before the discovery call, your concierge learns what the prospect is dealing with: current tools, pain points, what triggered their search, and what success looks like. Your rep shows up prepared with a tailored pitch instead of spending 20 minutes on generic discovery questions.
Getting started
- 1
Define what your reps need to know before a discovery call
- 2
Share your current discovery questions
- 3
Connect to your CRM and Slack for rep notifications
- 4
Send pre-call and close more deals
Template Details
- Agent Type
- Concierge
- Category
- Sales & lead generation
- Role
- Sales
- Industry
- SaaS / Tech
- Business outcome
- Convert more leads
- Job to be done
- Qualify leads
- Journey stage
- Intake & qualification
- Integrations
- Slack, Hubspot, Connectwise
- Times Used
- 1,900+
Forms collect fields. Conversations capture context.
Static forms force complex situations into rigid dropdowns. Perspective captures structured data and the reasoning behind it — so your team makes better decisions, faster.
The static form
yoursite.com/intake
Category *
Select...
Details
Describe your situation...
Submit
Result:Category: "Other"|Details: "It's complicated"
No context. No follow-up. No next step.
- Static pre-call forms collect vague answers like 'improve efficiency' or 'better ROI' — leaving reps to spend the first 20 minutes of every demo call doing basic discovery instead of presenting relevant solutions.
- Most prospects skip pre-call forms entirely because they feel like homework, so reps walk into calls completely blind to budget, timeline, decision criteria, and whether the prospect even has authority to buy.
- Rigid form fields can't explore what the prospect has already tried, why their current solution is failing, or what specific outcomes they need — the context that separates a qualified opportunity from a tire-kicker.
The AI conversation
"Tell me more about the timeline — when did this start, and is there a deadline your team is working against?"
Extracted & structured automatically
Category
High-priority
Urgency
Deadline: 2 weeks
Sentiment
Frustrated but hopeful
Next step
Route to senior team
Triggered: Slack alert sent| CRM updated
Right team. Full context. Instant action.
- Conversational discovery probes for specifics when prospects give generic answers — 'improve efficiency' becomes 'our manual approval process creates 3-day delays and we're losing deals to faster competitors' — giving reps the exact pain story to lead with.
- Adaptive follow-ups uncover budget range, decision timeline, and evaluation criteria before the call starts, so reps can qualify or disqualify early and focus demo time on features that actually matter to this specific prospect.
- Natural conversation format drives 65% completion rates versus 15% for static forms because prospects engage with dialogue that feels valuable rather than burdensome interrogation about their business challenges.
What is a pre-call discovery conversation?
A pre-call discovery conversation gathers prospect context before sales calls through adaptive questions about their situation, challenges, and buying criteria. Traditional discovery templates are static forms that prospects ignore or answer with minimal effort. This template uses AI conversations that ask follow-up questions based on each response. When a prospect mentions budget constraints, the AI explores the approval process. When they describe current solutions, it asks what's missing. The result is detailed prospect briefs that let reps prepare targeted demos and skip basic qualification during the actual call.
FAQ
Frequently Asked Questions
Explore More Templates
More sales templates to qualify prospects and prepare for productive conversations.
What's driving the timeline on this procurement?
M
Qualify RFPs Before You Bid
Concierge agent · 1.2K uses
What kind of partnership are you envisioning?
L
Qualify Partner Applications
Concierge agent · 1.1K uses
What's not working about your current approach?
O
Sales Discovery Call
Concierge agent · 1.4K uses
What's the most critical requirement for this vendor?
M
Vendor Evaluation Form
Concierge agent · 2K uses
What's your background and what draws you to this franchise?
A
Franchise Inquiry Form
Concierge agent · 1.3K uses
Related Articles
See how sales teams use conversational discovery to run better calls.
Static Intake Forms Are Killing Your Conversion Rate
Why traditional pre-call forms get ignored and what to use instead.
Read article
The Ultimate Guide to AI Intake Software
Everything you need to know about replacing static forms with adaptive conversations.
Read article
AI-First Cannot Start with a Web Form
Why bolting AI onto existing forms fails — and what truly AI-native discovery looks like.
Read articleForms are costing you business
Replace drop-off, poor qualification, and missing context with AI conversations that capture structured data and real understanding. Set up in minutes.
No credit card required • Cancel anytime