The following recommendations are not something you must stick to, however they represent the best advice YouTeam can give you regarding the lead calls organisation.
1. Introduction of participants
Names, titles, companies, suggestion of the call structure (described below),
2. Project intro
Ask the lead to introduce his company, describe the development plans,
3. Partner company intro
Introduce your company. In case of an intro call you need to share as much info on your agency's experience that looks relevant to the lead's current project (stack, features) as possible:
- specialisation of your agency,
- relevant technologies in the agency's tech stack (a few words on remarkable specialists employed / projects from the portfolio built with these relevant technologies),
- number of employees,
- years on the market,
- well-known companies among your customers etc.
Invite the lead to ask questions, then ask questions about the lead's project.
5. Defining the next steps:
- exchange of additional info,
- estimates, discussion of additional questions in writing.
BEST PRACTICES FROM YOUTEAM
- review the info provided by a lead or YouTeam about the project, learn about the lead's product from the website,
- google additional info on the lead, his company, use LinkedIn and Angel.co to research the lead, his team etc,
- have a list of key questions to the lead handy on your call. You'll also have a chance to discuss the details in writing or on the next call.
2. Participants. Try keeping the number of people present on a call minimal (2-3 representatives of your agency ideally depending on expertise required).
3. Partner company intro. When introducing your company, focus on the things that are relevant to the lead's current project: technologies, expertise and projects,
5. Demos. Prepare demos of projects you'd like to describe to the lead if the agency has relevant ones in the portfolio
6. Dev process. Tell the lead how your team usually approaches the development of complex projects: stages, interaction with customers in the process. Feel free to suggest breaking the project down if it looks rather complex - it's easier to start small when the whole endeavour is large and expensive.