The objective of a discovery call is to understand the prospectβs current situation and determine if there is alignment between the two parties.
Agenda
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Overview of the agenda and goals of the call.
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Discovery phase
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Learn about your prospect, their company and their industry.
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Tell me about your company. How does your business model work?
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What made you want to check out our product now?
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What are the top priorities of (sales leader, marketing leader, CEO)?
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What are the biggest challenges your team faces?
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Asses the need
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What is currently working and not working for the prospect?
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So, how is everything going now? Are you happy with the results?
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What could be better?
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Short demo
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Describe or show your prospect the product by speaking to their pain points.
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Feedback
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Ask the prospect for feedback on the product.
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How could [your product] help you accomplish [their goals]?
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Next steps
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Determine if there is alignment between their priorities and your value proposition. If there is alignment, set a time to meet for a demo call with their decision maker.
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