What do we need to have ready before our SaaS company's setup call?

For SaaS Companies

The technical pieces take minutes, your phone number and calendar login (Google Calendar, Outlook, or Calendly), but the decisions that determine how well Voksha performs on day one require some prep. Have your qualification criteria written down: what counts as a qualified lead for your sales team, typically company size, budget range, current tooling or competitor being replaced, and decision-making authority (are they the economic buyer, an evaluator, or an individual contributor doing early research). Have your product lines and their key differentiators summarized, especially if you run a multi-product routing setup, so Voksha can accurately describe what each product does and route accordingly. Decide your routing rules in advance: does every qualified lead go to a specific AE, a round-robin rotation, or a territory-based assignment, and what should happen with unqualified callers, self-service signup links, a nurture sequence, or a support-focused resource. Also decide what you are comfortable having stated on a call versus reserved for a live conversation, some SaaS companies want pricing ranges disclosed upfront to filter out budget mismatches early, others prefer pricing stays a live-conversation topic. Finally, have your CRM ready, Salesforce or HubSpot field mapping for how call data (company name, contact info, qualifying answers) should land in your pipeline. Companies that arrive with these decisions already made are typically fully configured in under an hour; companies that need to work through them live take closer to a day.