Discovery Follow Up Template

Progress deals from discovery to close with Alexine Mudawar’s Discovery Follow-Up Template.

Preview of Discovery Follow Up Template
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About this template

A stellar discovery call means nothing if you don’t nail the follow-up.

We teamed up with Alexine Mudawar to create this Discovery Follow-Up Template. This resource will arm you with a framework for discovery follow-up that moves the deal forward.

Plus, with Alexine’s pro tips, you’ll not only understand 'what' to say and deliver but also the 'how' and 'why' behind this format, so you’re continually improving your craft.

What's included?

  • Overview
  • Big themes
  • Quote from champion
  • Case study
  • Next steps
  • Pro-tips from Alexine

Why Qwilr?

Design interactive proposals

Impress buyers with interactive proposals that stand out. Qwilr’s drag-and-drop editor makes it easy to create on-brand, stunning collateral — no design skills needed. Add videos, dynamic pricing, and ROI calculators to deliver a unique experience, while automated brand customizations ensure every proposal looks professional.

Built-in e-sign functionality

Combine stunning proposals, plain-text agreements, and secure e-signatures in one tool. Add print-friendly agreements alongside dynamic content and collect legally compliant e-signatures with ease. Track progress, capture multiple signatures, and close deals faster with Qwilr’s integrated e-sign functionality.

Real-time proposal analytics

Qwilr’s analytics provide full visibility into buyer engagement. Track when proposals are opened, signed, or shared, and get instant notifications for key buyer activities. See what buyers click on, how they engage, and prioritize follow-ups based on real-time insights—all designed to help close deals faster.

Frequently asked questions

Qwilr empowers sales teams to maximize their success throughout the sales cycle. The platform enables sellers to build customized proposals and sales assets quickly, easily, and always on-brand, addressing specific buyer needs to ensure confidence in their purchasing decisions.

Qwilr achieves this by transitioning sales teams from outdated and fragmented methods of selling to a seamless, web-based buyer experience that integrates with your CRM. This approach provides unique buyer insights, helping you make the most of every deal.