Donna will use the information you provide here to shape and customize her response to you. Navigate to Settings > Templates to start configuring your templates.

Pre-meeting briefing

This template is used to send pre-meeting briefing emails to users based on information from the connected CRM system.

By default, Donna will use the following template to generate your pre-meeting briefings.

1. Assessment: A short assessment of the status of the deal. 
2. Next Steps: specific topics that still need to be handled by the sales team to close the deal as soon as possible. 
3. Summary: Summary of the deal using the MEDDIC framework. 
   - Metrics
   - Economic Buyer
   - Decision Criteria
   - Decision Process
   - Identify Pain
   - Champion

Summary note

This template is used to generate the summary of an online meeting or a meeting debrief.

Questions

Have Donna ask additional questions you want to see answered. For example, you can ask Donna to use your favorite sales methodology here such as MEDDICC.

By default, Donna will use the following template to generate your questions

MEDDICC framework: 
   Metrics: Quantifiable benefits your solution provides. 
   Economic Buyer: The final decision-maker. 
   Decision Criteria: The standards used to evaluate solutions. 
   Decision Process: The steps and stakeholders in the buying decision.      
   Identify Pain: The specific challenges your solution addresses.
   Champion: An internal advocate for your solution. 
   Competition: Awareness of competitors and differentiation strategy.

Follow-up email

This template is used to generate a follow-up email after an online meeting or a meeting debrief.