Learn how to connect with Sages, choose the right call type for your goals, and make the most of your meetings on Sagetap.
Sagetap connects vendors with vetted technology leaders who can share valuable insights, provide feedback, and evaluate solutions relevant to their needs.
This article covers how to connect with Sages and the different meeting types available on Sagetap.
Applications and Invites
Sage Applications
Sages can apply to meet with vendors through the campaigns you create in your vendor workspace on Sagetap. You can review each applicant's profile and responses from your Connections page, then decide whether to accept or decline their application.
Sage Invites
You can also discover Sages and invite them to connect based on their experience, expertise, and published initiatives.
Use the Sages tab to explore Sages and apply filters to find technology leaders who are a strong fit for your product and target audience.
Check out our other articles to learn more about creating a Sagetap Campaign and sending Sage invites.
Call Types
Sagetap offers three call types to support different goals, from gathering market insights to exploring a potential customer relationship.
1. Research Call
Live Q&A with technology leaders.
Research Calls give you direct access to a Sage's expertise, priorities, tools, and buying process. Use these conversations to better understand your market and the challenges your target audience faces.
Best for:
Researching customer problems and priorities
Gathering competitive intelligence
Exploring messaging and positioning
What to expect:
A live Q&A focused on the Sage's experience and expertise
A pre-meeting questionnaire to provide context
No product demo or sales pitch
Optional next steps, including an Evaluation Call
Research Calls are Sage-paid sessions. Sages are compensated for their time and insights.
Post-meeting survey: Not included.
2. Awareness Call
Build relationships and gather go-to-market intelligence.
Awareness Calls give you the opportunity to present your solution to a technology leader in your target audience, answer their questions, and gather feedback.
Best for:
Building awareness and relationships with technology leaders
Understanding product fit, customer priorities, and potential objections
Testing pitches, demos, and messaging
What to expect:
An opportunity to present your solution, including a pitch or demo
A pre-meeting questionnaire to provide context
A post-meeting survey to gather feedback
Optional next steps, including an Evaluation Call
Awareness Calls are Sage-paid sessions. Sages are compensated for their time and insights.
Post-meeting survey: Included by default.
3. Evaluation Call
Explore technical fit and potential next steps.
Evaluation Calls allow Sages to evaluate your solution for an initiative or continue exploring a potential fit after a paid Research or Awareness Call.
These conversations focus on the Sage's specific needs and whether your solution could be a good fit.
Best for:
Discussing technical requirements and solution fit
Exploring pricing, timelines, and potential proof of concepts (POCs)
Understanding the decision-making process and agreeing on next steps
What to expect:
A Sage-requested conversation focused on their initiative or evaluation needs
No pre-meeting questionnaire
The option to arrange another meeting if both parties want to continue the conversation
Evaluation Calls are unpaid, and Sages are not compensated for participating. They are initiated by Sages rather than offered as vendor-initiated campaign invitations.
Post-meeting survey: Not included.
Choosing the Right Call Type
Research Call: When you want to learn from a Sage's expertise through direct Q&A.
Awareness Call: When you want to present your solution, build relationships, and gather feedback on your product or messaging.
Evaluation Call: When a Sage wants to explore your solution in the context of their own initiative or evaluate next steps after a paid meeting.
Reminder: Research Calls and Awareness Calls are Sage-paid opportunities. Evaluation Calls are unpaid and Sage-requested only.
Choosing the call type that best aligns with your goals helps set clear expectations and supports more productive conversations.
Should you have any questions on meeting with Sages on Sagetap, please reach out to [email protected].