How many of us are winging our discovery calls and expecting a follow up call….
Sorry to say, It won’t happen
We must be exchanging value for time.
There are fundamentals that must take place for an effective discovery.
Prospects want to feel they are in good hands.
They are aware of the purpose
What do they want to get out of the call
How the call will unfold
How long it will take and
what outcome can they expect at the end of the call.
They also want to be a participant not a spectator. Tune in to my solo podcast where I share fundaments I see top performers doing on discovery calls that are advancing to close.
Effective sales discovery is about purpose. Why are we here? Following that a light agenda, and alignment with prospect expectations. Are we here for the same reason? What do they want to get out of the call? Start by making it a 2 way conversation to drive engagement. Lead the conversation with confidence for game-changing results!
Tune in to my solo podcast where I share some of the fundamental elements that are often missed in a discovery call.
Respect our prospect's time by stating the purpose and outcome of the call. Stick to the agenda and avoid rushed conversations.
Focus on your prospect's challenges, no pitching. Ask questions to understand their needs and create urgency. Use the rule of three to reinforce active listening.
Use storytelling and social proofing to build credibility. Share relevant success stories and ask balanced questions.
Prioritize key topics, listen actively, and confirm next steps for effective communication. Uncover the root cause of challenges.
00:30 - Importance of effective discovery in sales calls
01:15 - Clear purpose and agenda for each call
02:00 - Setting expectations with the prospect
02:45 - Gaining commitments from the prospect
03:30 - Ensuring alignment between expectations and purpose of the call
04:15 - Using the rule of three to organize the agenda
05:00 - Managing time effectively
05:45 - Confirming the time allotted for the call
06:30 - Proper planning and avoiding rushing through discussions
07:15 - The benefits of thorough preparation
08:00 - Researching the prospect and their company beforehand
08:45 - Tailoring the agenda to the prospect's needs and interests
09:30 - Anticipating potential objections or challenges
10:15 - Creating a structured outline for the call
11:00 - Starting the call with a warm introduction and rapport-building
11:45 - Transitioning into the purpose of the call
12:30 - Asking open-ended questions to uncover the prospect's pain points
13:15 - Active listening and taking notes during the conversation
14:00 - Summarizing the prospect's challenges and goals
14:45 - Presenting solutions that address the prospect's needs
15:30 - Demonstrating expertise and credibility
16:15 - Handling objections with empathy and understanding
17:00 - Providing evidence and testimonials to support claims
17:45 - Seeking commitment and next steps from the prospect
18:30 - Recap of the call's agenda and outcomes
19:15 - Thanking the prospect for their time and interest
20:00 - Follow-up actions and timeline
20:45 - Closing remarks and invit
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