After a Sagetap call, Sages can share their level of interest and choose whether to reveal their identity. This gives guidance to vendors on how to move forward with each Sage connection, and also empowers vendors to receive feedback to further improve their pitch and positioning.
How Post-Call Decisions Work
Sagetap separates the opt-in decision into two questions:
Interest in the product - “Yes, I’m interested” or “No, I’m not interested.”
Sharing identity - “Yes, share my contact info” or “No, don’t share my contact info.”
This creates four possible post-call states:
Interest | Share Identity | What it means |
Yes | Yes | Sage is interested in connecting outside of Sagetap and choses to reveal their name, email address, and place of employment. |
Yes | No | Sage is interested in the vendor's product, but remains anonymous. A Sage can opt in at any time. |
No | Yes | Sage is not currently interested but has shared their contact info, leaving the door open for future outreach. |
No | No | Sage is not interested and remains anonymous. No follow-up from the vendor is possible. |
NOTE : Any session where a Sage indicates interest will appear on the Connections tab of your portal, as well as within your profile.
Key Points After a Call
The deal stage of a Connection (Interested, POC, Purchased or Passed) is updated by the Sage. You can apply filters on the Connections page to view deals in the various stages.
Note : The platform’s post-call options help both buyers and vendors make the most of each session.
Structured decisions provide vendors with clarity on buyer intent, session statuses update in real time for accurate pipelines, and filters allow vendors to focus on the most relevant opportunities.
This ensures that signals are clear, actionable, and beneficial for everyone involved.
How Vendors Should Handle Opt-Ins
Respond promptly when a Sage chooses to reveal their identity to keep the conversation fresh in their mind.
Review the session feedback before your next meeting to understand the Sage's questions and areas of interest.
Respect the timeline the Sage has set for follow-up, while staying prepared and proactive in the meantime.
Use the in-platform chat feature to follow up with Sages after a session. Whether sending a quick thank-you or continuing the conversation, chat keeps all communication in one convenient place.
Closing the Loop
Sages receive reminders as deadlines approach to either share their availability, postpone a second meeting, or close the opportunity if they are no longer interested.
Vendors are also contacted to confirm follow-ups, which helps us track Sage responsiveness.
Note: Sage responsiveness is recorded on their profile under “Opt-in Responsiveness,” providing vendors with insight into their engagement history.
If you have any questions about your Connections, please contact [email protected].