Discovery Call Prep vs Email Best Practices

Discovery Call Prep

By Mohit Agarwal (PM Skills)

Get a research brief, smart questions, and a clear game plan before every sales call.

Email Best Practices

By Resend

Build reliable, compliant email features that reach inboxes, not spam folders.

Discovery Call Prep

• Researches the prospect company — size, stage, recent news, and what someone in their role likely cares about
• Writes a call hypothesis: their probable pain, why they'd care about you, and what might kill the deal
• Builds a question flow that moves from context to pain to buying process without feeling like an interrogation
• Defines what success looks like so you know if the call actually moved things forward
• Suggests a specific next step to propose at the end of the call

Email Best Practices

• Guides you through setting up email authentication (SPF/DKIM/DMARC) to prevent emails from going to spam
• Explains how to build compliant email capture forms with proper consent and double opt-in
• Provides a catalog of common transactional emails (password resets, confirmations, receipts) your app might need
• Helps you understand legal requirements for marketing emails (GDPR, CAN-SPAM, CASL)
• Shows you how to handle bounces, complaints, and maintain clean email lists

Reach for Discovery Call Prep when…

• You have a discovery call with a new prospect and want to show up with context
• You're doing founder-led sales and need structure so every call gets better
• You want to ask smarter questions instead of pitching too early
• You need to qualify whether this lead is real or just 'sounds interesting'

Reach for Email Best Practices when…

• You're adding email features to your product and need to understand what emails to build
• Your emails are landing in spam and you need to fix deliverability
• You're launching a newsletter or marketing emails and need to stay compliant
• You need to set up password resets, email verification, or other user notifications