1) Introduction

It’s great connecting with everyone. To give you a little background about my role, I work with some of our largest enterprises that have fairly complex marketing programs and teams. These companies are tasked with large goals yet often have limited resources and need to find ways to execute more work faster while still maintaining quality and visibility.

My role is to understand what your marketing and business goals are. We can then figure out whether our project management and collaboration software can help you above and beyond what you are currently doing.

2) Last time we spoke

I know you spoke with Jake and mentioned your interest in

project management and collaboration software. I have also done additional

research on your business but I definitely have some questions that will help guide what I share about Wrike.

3) Purpose

The purpose of today’s meeting is to give you a high-level sense of what we do.

4) Agenda

In terms of an agenda, I would love to start by asking you a few questions. I’ll then share more about Wrike and give you a demo of the technology.

At the end of our meeting, we can decide whether this is worth exploring further and I can recommend next steps. Or on the flip side, we might decide this is not worth pursuing or a fit and we can part ways.

Does that work for you in terms of a rough agenda for today’s call?

The script sounds a little different from one AE to the next. The structure, however, is always similar whether it’s your first meeting or last meeting in the sales cycle.

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