Your customers possess a lot of the sales intelligence you need. They can inform you about your product, your competition, your service model, the dynamics of the buying decision, and a whole lot more. But getting this information out of them is not always straight-forward.

Discovery Playbook

The Solution

Supercharge your customer conversations, to qualify better and close faster.

The Process

Review existing practices of desk research & identify areas for expanded pre-call information gathering.
Conduct interviews to isolate primary blind spots persistent throughout the sales cycle.
Evaluate current scripts and shadow discovery calls, to identify strengths/weaknesses in the initial customer interface.
Develop discussion guide with Q&A “cheat sheets” tailored to specific client personas.
Survey documentation methods and identify process optimizations to facilitate transfer of customer intelligence within the sales team.

This process includes periodic interim reviews with key stakeholders, to solicit feedback guiding the overall direction of the project.

The Results

Deliverables

  • Shadowing of live sales calls to create initial discovery benchmark
  • Summarized pain points specific to unique sales stages and customer personas
  • A cheat sheet of effective discovery questions, unique to your business, tailored by sales stage and customer persona
  • Training materials to reinforce best practices and onboard new sales hires

Impact

  • Shorter sales cycles
  • Improved seller productivity
  • More relevant messaging to early stage prospects
  • Better intelligence for sales leaders to support deal closes

Book a free revenue strategy assessment to discuss your challenges across five revenue functions:
sales, business development, customer success, marketing and revenue operations.