Each Sagetap session is a chance to do three things:
Present your solution to a verified Sage.
Build awareness with qualified buyers and end-users.
Get honest, actionable feedback to sharpen your pitch and product.
While sessions may look like a traditional sales meeting, they are not sales calls. Sagetap handles all follow-up and next steps on your behalf, so you can focus on building credibility and gathering signal-rich insights.
The Format
All sessions take place over Zoom and have two parts:
Part 1: Live session with the Sage
You will walk through your solution in an interactive, 30 or 45-minute conversation.
The Sage will remain under an alias with their camera on or off depending on their preference.
When time is up, both parties drop from the call.
Part 2: Sage feedback
After the call, the Sage records short audio-based feedback across key KPIs.
Note: Post-session feedback is required for Product Pitches, but not required for Research Calls.
They will also decide whether to reveal their identity and continue the process with you outside of Sagetap.
How to Join
You will get a calendar invite with your Zoom link before the session. You can also click “Join Session” directly from the Inbox tab in your Sagetap portal.
Before the Call
Pick your lead. Decide who on your team should run point for the conversation.
Know your audience. Review the Sage’s profile and submission so you can tailor your discussion.
Learn from the past. Check feedback from prior sessions to see where you can adjust.
During the Call
Show up sharp. Be on time and test your audio in advance.
Make it a conversation, not a pitch. The best sessions are interactive - ask questions, pause for input, and dig deeper into the Sage’s stated needs.
Follow the Sage’s lead. If they mention something interesting in their submission or during the call, double-click on it.
Manage time wisely. Reserve the last 5 minutes for Sage questions. Use a timer to stay on track.
Optional extension. If the Sage is engaged and agrees, you can go up to 15 minutes over - after that, Zoom will automatically end the call.
After the Call
Listen to feedback. Share highlights with your team and adjust your pitch.
Check the opt-in. If a Sage doesn’t opt into next steps but their feedback was valuable, you can rebook them for a deeper conversation.
✅ Quick Reminder: Sagetap handles all closing motions - your job in the session is to create clarity, spark interest, and collect high-signal feedback.
If you have any questions on running a Sagetap session, please reach out to [email protected].