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Download a PDF with your plan, notes, latest matching practice and space to write. Import it into reMarkable or another PDF-compatible notepad.
Practice is matched by company: check it belongs to this meeting. Your PDF stays on your device until you choose where to save or share it.TAKE INTO THE CALL
Your live call guide
Use the prompts naturally and note what the buyer actually says. Export notes before changing briefs or closing this tab.
Goal: Book a follow-up meeting with the buying team to review the options
Hi, Have you got a quick minute? Have you had a chance to review what I sent over?
Commercial approach
Keep this call to 2–5 minutes. Your objective: Book a follow-up meeting with the buying team to review the options. Save detailed discovery for the meeting.
Three questions to lead with
- Have you reviewed what I sent, and what did you think?
- Would you be open to a short meeting to discuss it?
- What day and time would suit you? Offer two times you can actually make.
Confirm before closing
Ask for the meeting. If accepted, confirm date, time and anything to send beforehand. If they are not ready, ask whether and when another contact would be welcome. Record only what they agree.
Buyer raises a concern?
Tap a likely objection or enter the buyer’s words below.
More common concerns
Checking this conversation’s browser draft…
01 / POSITION
Your strategic angle
Keep this call to 2–5 minutes. Your objective: Book a follow-up meeting with the buying team to review the options. Save detailed discovery for the meeting.
Have you reviewed what I sent, and what did you think?
The full brief includes an opening, discovery questions, objection responses, a timed plan and an editable follow-up.
02 / REVIEW
What to carry into the call
- Your note to confirm: They are growing their foodservice range and currently use two established suppliers.
- Your note to confirm: Reliability, margin and consistency matter more than headline price.
- Stakeholder: Commercial Director
- Commercial objective: Book a follow-up meeting with the buying team to review the options
- We are happy with our current suppliers and do not want to change.
- Do not lead with features before the buyer confirms a problem.
- Do not leave without a named owner and a dated next step.
03 / OPEN
A stronger first 30 seconds
“Hi, Have you got a quick minute? Have you had a chance to review what I sent over?”
04 / DISCOVER
Questions that uncover the opportunity
- Have you reviewed what I sent, and what did you think?
- Would you be open to a short meeting to discuss it?
- What day and time would suit you? Offer two times you can actually make.
05 / HANDLE
Objection responses
We are happy with our current suppliers and do not want to change.
That makes sense. Aside from price, what would you need to see from us to consider making a change?
Your price is too high.
I understand. What are you comparing our price with? Once I understand that, we can check whether the scope and service are like for like and what evidence would justify any difference.
Send me some information.
Of course. Which question should the information answer, and which product or requirement should I focus on? I will send the relevant details. Would a short review be useful, or would you prefer to come back when you have assessed them?
06 / PLAN
Call plan
- 0–30 sec · Introduce yourself and check they have a minute
- 30 sec–2 min · Check their reaction. If they have not reviewed what you sent, offer to resend it and go through it together
- 2–4 min · Ask for the meeting and offer two suitable times
- 4–5 min · Confirm date, time and purpose; respect a no or a request to pause
07 / FOLLOW UP
Follow-up email
Preparation template: complete the placeholders after the meeting, or use the post-call debrief to add confirmed actions.
Connect to a priority the buyer actually mentioned, add something useful and ask one easy question. Respect their timing and stop if they ask.
Edit this draft to match what the buyer actually agreed before you open your mail app.
Opens your default mail app with the subject and message filled in. Check the details before sending.