Each Sagetap session is an opportunity to present your solution to a verified Sage, generate awareness from a qualified buyers and end-users, and receive high-signal objections and recommends to improve your product and conversion rate.
While Sagetap sessions are similar to a typical sales meeting, we recommend Vendors refrain from engaging in any closing motions. Sagetap will efficiently and easily do this on your behalf after the session.
What is the format of a Sagetap Session?
Sagetap sessions take place via Zoom and are separated into two elements.
Part 1: Live session between the Builder and the Sage:
This is an interactive discussion where the Vendoe shares an overview of their solution. Once the time is up, both parties will drop from the call.
Part 2: Sage provides audio-based feedback:
After the call, the Sage will provide honest feedback across key KPI's, as well as their decision on whether or not they want to expose their identity and proceed in your sales process outside of Sagetap.
How does it work?
You will receive a calendar invite with a Zoom link prior to your scheduled session. Click the link in the invite to join the call.
You can also click on the "Join Session" link in the details of the session in the Meetings tab of your Sagetap portal. The Sage will join the Zoom meeting with their camera off, and under their alias name.
Best Practices for Running a Successful Session
Before the Call
Strategize with your team before the session to figure out who should be leading the conversion from your end.
Review the Sage profile and Sage submission prior to each session.
Review the feedback from your most recent sessions to see if there are any objections or recommendations that can be applied to improve your upcoming pitch.
During the Call
Be sure to show up on time and confirm that your microphone is working properly.
Try and make each session a conversation instead of a pitch. The best performing sessions feel like an interactive discussion vs. a one-sided pitch.
Double-click on topics mentioned from the Sage submission and anything during the call to get a deeper understanding of where they might have interest.
Reserve the last five minutes of the session for any questions the Sage may have regarding your presentation.
Be mindful of time. The best performing sessions end right on time. Make adjustments as needed to ensure that you get through the main points of your pitch within the allotted timeframe. We recommend downloading the Zoom timer app here, which you can use to track how much time is remaining on the call.
Note: If you have time, and the Sage agrees, you may continue the call for up to an additional 15 minutes, at which point you will be automatically dropped from the call.
After the Call
Review the feedback, share snippets with your team, and iterate for future sessions.
Review Sage feedback and opt-in decision.
When a Sage has particularly valuable feedback and did not opt-in for next steps, you can rebook them for a deeper conversion.
If you have any questions on running a Sagetap session, please reach out to [email protected].