Salesflux

Discovery Call Sheet

Fill in during or after the call. Interactive savings report generates automatically.

Instructions: Get every tool + cost. Get their sales numbers. Hit submit — shareable report with interactive projections generates instantly.
1

About Them

2

Team

Monthly retainer — biggest hidden cost

3

Current Tools & Monthly Costs

Every tool, every cost. This generates the savings calculation.

Tool€/mo
Fill in every tool + cost. Empty rows = incomplete savings report.
4

Sales Numbers

Which platforms?

5

What Do They Have?

Every "no" = a gap we fill.

6

Process & Pain

7

Your Assessment