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Email Template

Discovery Call Invitation

A compelling invitation for a discovery call that establishes value and creates curiosity while making it easy to schedule.

30%
Conversion rate
30-40%
Response rate
Tuesday-Thursday, 9-11am recipient time
Best Time to Send
25-35% Conversion Rate
Tuesday-Thursday, 9-11am recipient time
150-200 words
30-40% Response Rate

Psychology Behind the Framework

People are more likely to commit time when they believe there’s specific value for their situation and when their curiosity is piqued about potential opportunities.

Source: Sales Psychology and Meeting Conversion Research

Discover

Show research and understanding

Tips:


  • Reference specific details

  • Show industry knowledge

  • Mention mutual connections
Example Phrases
Based on your work in [specific area]
After seeing your recent [achievement/update]
Given your focus on [specific goal]

Interest

Create curiosity about potential value

Tips:


  • Hint at insights

  • Reference success stories

  • Suggest opportunities
Example Phrases
We’ve found an interesting approach to…
Other [industry] leaders have seen…
There’s an opportunity to…

Specific

Provide concrete value examples

Tips:


  • Use numbers

  • Reference similar cases

  • Show clear outcomes
Example Phrases
For example, [company] achieved [result]
We typically see [X]% improvement in…
Recent clients have reduced [pain point] by…

Performance Metrics

45%+
Meeting Acceptance
25-35%
Average
35-45%
Good
30%
Industry Benchmark

Improvement Tips:


  • Personalize value proposition

  • Test different time slots

  • Follow up appropriately
95%+
Show Up Rate
75-85%
Average
85-95%
Good
80%
Industry Benchmark

Improvement Tips:


  • Send clear calendar invites

  • Reminder sequence

  • Value reinforcement

Email Examples

Value-Based Discovery Invitation

Subject Line Options

Quick call about [specific opportunity/challenge]?
[Mutual connection] suggested we connect
Ideas for improving [specific metric]

Email Body

Hi [Name],

[Discover]
I noticed your recent [achievement/announcement] and particularly your focus on [specific goal/initiative]. Your approach to [specific aspect] caught my attention.

[Interest]
We've been working with other [industry] leaders on similar initiatives, and we've discovered some interesting patterns in how top performers are [achieving specific goal].

[Specific]
For example, we recently helped [similar company] achieve:
• [Specific result 1]
• [Specific result 2]
• [Specific result 3]

[Context]
Given your current focus on [specific initiative], I believe we could share some valuable insights about:
1. [Relevant topic 1]
2. [Relevant topic 2]
3. [Relevant topic 3]

[Urgency]
We have some availability this week to discuss these opportunities and explore if there might be a fit for [their company].

[Schedule]
Would you have 30 minutes this [day/time] or [day/time]?

[Secure]
You can book directly here: [Calendar link]

Best regards,
[Your name]

P.S. If those times don't work, feel free to suggest a better time for you.

Why This Works


  • Personalized research

  • Clear value proposition

  • Specific outcomes

  • Easy scheduling

  • Professional tone

Personalization Opportunities


  • Recent news

  • Company initiatives

  • Industry challenges

  • Mutual connections

Industry Variations

C Suite

Focus on strategic impact

Technical Buyer

Emphasize technical details

Busy Executive

Ultra-concise version

Best Practices

Research


  • Do thorough research

  • Find relevant triggers

  • Identify mutual connections

Value Proposition


  • Be specific

  • Show relevant results

  • Create curiosity

Scheduling


  • Offer specific times

  • Make it easy

  • Include calendar link

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