Your first Done With You Sales Call can feel a little nerve-wracking — and that is completely normal. Here is exactly what the experience looks and feels like from start to finish, so you can walk in confidently.
Before the Call — What to Set Up
Set up your Zoom call as you normally would. You are the host.
Make sure you have submitted your intake form with as much detail as possible — especially the prospect's main tech concern. This is what our Solutions Engineer will prepare around.
When you complete the intake form and book your time slot, you will receive a confirmation email. That email contains our Zoom link — this is the link your prospect joins. You do not need to share anything with our team separately. Our Solutions Engineer will join via the same Zoom link in the confirmation.
Keep the Zoom open a few minutes early. Our Solutions Engineer will join 15 minutes before the prospect, so you have time to strategize together.
How to Set Up the Zoom
Turn on your camera. It is more personal and builds more trust with the prospect.
You can request to rename our Solutions Engineer on Zoom to match your agency branding. For example, instead of their real name, they could appear as 'Tech Team — [Your Agency Name]'. This keeps the white-label clean.
Have a screen share ready in case the demo needs to be shared quickly.
What to Brief Your Prospect on Beforehand
You do not need to explain who our Solutions Engineer is in advance — but it helps to set context. Here is what you can say to your prospect before the call:
What to Tell Your Prospect Before the Call "I am bringing one of my technical team members onto the call today. They are going to help walk you through the technical side of how the platform works so you can see exactly how it solves your specific challen ges. I handle the strategy and the offer — they handle the deep tech."
That is all you need. Keep it simple. Your prospect does not need more context than that. |
What Happens During Your First Call
You join the Zoom 15 minutes early. Our Solutions Engineer is already there.
You brief them on the prospect — anything that is not already in the intake form. Personality, objections you anticipate, and what has resonated in past conversations.
Together you agree on the game plan — what to demo, what to avoid, and how to handle the main tech concern.
Your prospect joins. You make the introduction. Our team follows your lead.
Our team handles the technical questions and the demo. You focus on the relationship.
The call ends. You follow up with the prospect while our team exits gracefully.
If the deal closes on the call, our tech team submits the disposition within 1 hour. Done. If the deal needs a follow-up, you self-report in Slack within 7 days with the outcome.
First Call Tip Do not overthink the introduction. The simpler you make it, the more natural it feels. Your prospect cares about their problem being solved, not about who is on the call. Let the conversation unfold naturally. Our Solutions Engineer is trained to follow your lead. |