The SI Network Pre-Discovery Form

1. ADMINISTRATIVE & SCHEDULE INFORMATION

Consultant and strategic account manager discovery alignment

CONSULTANT NAME *

SAM NAME (if known)

DISCOVERY CALL DATE

CALL TIME

Business profile, locations, and direct contact channels

COMPANY NAME *

INDUSTRY

COMPANY ADDRESS (LINE 1)

ADDRESS (LINE 2)

WEBSITE

PHONE #

PRIMARY EXECUTIVE CONTACT EMAIL (FOR CRM BRIEFING)

Decision makers and attending cross-functional leaders

KEY EXECUTIVE CONTACT

TITLE / ROLE

#	ADDITIONAL PARTICIPANT NAME	TITLE / ROLE	Action
2
3
4

Core operations, manufacturing details, and operating footprints

WHAT DO THEY DO? (Be specific. If manufacturing, what do they manufacture?)

Describe core products, services, operations, or manufacturing focus...

WHERE ARE THEIR LOCATIONS? (Be specific with HQ & branch locations)

List headquarters, facilities, operating regions, or plants...

Discovery origin, stakeholder profile links, pain points, and objections

What was the path to getting this initial Discovery Call?BE SPECIFIC

e.g. Personal relationship, referral, cold call, cold email campaign, event follow-up...

Whom are we talking to?INCLUDE LINKEDIN URLS

Name, Title, Key Background, and LinkedIn URL(s) for all key attendees...

Did Client highlight any specific pain points or potential opportunities during your conversation?

Detail operational bottlenecks, tech challenges, revenue opportunities, strategic goals mentioned...

Did they ask a question, and did you answer or defer to the executive for a DC? Did they have objections?BE SPECIFIC!!!

List questions asked, deferred topics, pricing/timing objections, and how responses were handled...

The SI Network Intake Protocol

Fields validate and dispatch into CRM external tracking