Sales1:1 Scheduling30 min

Sales discovery call template

A 30-minute sales discovery call template with qualifying questions, buffer time between calls, and each booking logged in HubSpot.

See every setting How to use it

Alex RiveraSenior account executive

Sales discovery call30 minVideo link included

Pick a time

Tap a time to see the next step.

Preview of what your guests see

Made forAccount executives, SDRs and inbound sales leaders who want prospects to book a discovery call without waiting to be qualified first.

Use it whenA prospect fills in the demo request form on your website. Instead of waiting for a reply, they pick a 30-minute discovery call time on the spot.

Meeting type1:1 SchedulingOne host, one guest. The guest picks any time you're free.See one-on-one scheduling

The settings

Every setting in the sales discovery call template.

Length: 30 minutes
Buffers: 10 min before, 15 min after for notes and CRM updates
Minimum notice: 2 hours in advance
Daily limit: Up to 5 discovery calls a day, so reps don't burn out
Notifications: The prospect gets a confirmation email and calendar invite. You get an in-app alert 15 minutes before, and a Slack reminder if Slack is connected
Video: A new Zoom or Google Meet link for every booking
Payment: None (discovery calls are free)
Plan: Professional plan

Questions guests answer

01Company name and team size
02The main scheduling problem you want to fix
03Which calendar you use now (Google, Outlook or other)

Custom booking questions are on the Enterprise plan. On other plans, guests give their name, email and a note.

Using it

Set up the sales discovery call in 3 steps.

Have these ready

A Google Workspace or Microsoft 365 calendar connected
HubSpot connected (optional) so each booking creates or updates the contact and logs the meeting
Zoom or Google Meet connected for video links

1
Create the event
In Caletus, go to Scheduling, click Create, choose One-on-one and enter the settings above.
2
Connect video and HubSpot
On the Integrations page, connect Zoom or Google Meet, and HubSpot if you want each booking logged.
3
Share your link
Embed the booking widget on your website or add the link to your email signature.

Use this template

Start using the sales discovery call template

It needs the Professional plan, which comes with a 14-day free trial. Create an event with these settings after you sign up and change anything that doesn't fit your team.

Continue with email

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