Let's talk: Discovery process

Stop me if you've heard this before but I constantly have had managers that will religiously state that selling is all about good discovery. Some will take this to the extreme and treat initial calls as an interrogation and it ruins the sale, others will feel too shy to ask harder q's and then it also gets awkward so here's some bullet points (unsolicited) for what works for me


  • Adam Schefter was on a podcast years ago and the host asked him why he always gets information so easily and he brought up that he also gives information out constantly to his sources so they feel a mutually beneficial relationship. So wheres the parallel? When a prospect shows up to an initial call they are probably wanting to get information out of me as much as I want it from them I try very hard to be considerate of this and answer questions they may have and also share insight based on 5-10 minutes of researching them and seeing if there are similar brands stories I can easily share. Once this connection happens the world opens up
  • I try hard not to share too much on the initial call, I look at it like this: If I am on a date and I try to invite myself to dinner with your parents the next day then there's going to be some resistance but if it's your idea and it flows naturally well then stack em up and hold on tight I'm firing up the grill for some steaks with mom and dad. You get the picture. So I leave something to be desired to get on a next call with me.
  • Clear and easy next steps at the end of the call, I will straight up tell people they don't need a salesperson chasing them down for a time and that the next call I'll make sure to show xyz that we briefly discussed on this call.
  • Placeholder on the calendar and if any stakeholders need to be there that weren't on the call to add them if they would like
  • A follow-up email within an hour of us getting off the call that contains, (what we discussed, next steps and maybe a joke based off of the first call we just had)


Your feedback?

๐Ÿ” Discovery
๐Ÿ‘ Sales Process
13
Pachacuti
Politicker
7
They call me Daddy, Sales Daddy
The reality is there is no silver bullet for running a Sales process, despite what the Gong-bros tell you. Sure, there are some things which need to happen but running discovery should be a never-ending process, not just a single phone call.

And you should definitely bring something to the table - information, statistics, relationships with companies the prospect respects, etc. It can't be 1-way. You should be trying to reach a mutually crafted vision of the desired outcome, not just a wham-bam thanks for the sale transaction.


Justatitle
Big Shot
4
Account Executive
There are no silver bullets only Lead and Brass
Filth
Politicker
5
Live Filthy or Die Clean
Liar I just drank 2 coors lights. CHECKMATE.
Revenue_Rambo
Politicker
1
Director, Revenue Enablement
Letโ€™s go!!!
CuriousFox
WR Officer
5
๐ŸฆŠ
You give me something I give you something. Fair game.
oldcloser
Arsonist
5
๐Ÿ’€
Totally
CuriousFox
WR Officer
3
๐ŸฆŠ
๐Ÿšฟ
detectivegibbles
Politicker
4
Sales Director
Honestly one of the better frameworks for "disco" I've seen. Thanks for sharing!
jefe
Arsonist
4
๐Ÿ
Great outline!

Things like BANT are so one-sided and not beneficial to the prospect. It's so key to keep the information flowing and provide value while getting what you need and ensuring both a fit and that you'll nail down what's important to them in the demo and rest of the sales cycle.
TheDude
Politicker
3
Partnerships Lead
Quid pro quo
SalesBeast
Politicker
3
Sales Leader
Every disco call is different and have to feel the prospect out. Answer all their questions. Give out info you think is important and the goal should always be a next call you set up at the end of the discovery call. Some sales leaders are nuts and give you a laundry list of questions and make sure you get BANT or MEDDPICC but if you drill prospects out they feel you are a moron just reading a list. Get enough info for a demo and you can always get more info and clarification during future calls.
Sunbunny31
Politicker
3
Sr Sales Executive ๐Ÿฐ
I really like this. Great observations. We have BMANTR at my job, and it can take me months to get that fully filled out, because in Ent sales, you're always learning something as you go along. Always paying attention, but honestly, making sure that the customer gets what they need as well and that you're focused on what matters to them first is really key. Your contract is a means to an end (solving their problems/etc) and it helps me to look at it that way.
Revenue_Rambo
Politicker
1
Director, Revenue Enablement
Your solution means nothing without a problem. Their problem means nothing with a solution.

Great example of playing down the middle. Every call will be different, but at the end both parties should walk away having learned something.
9

You don't need to answer all prospect's questions on a demo.

Advice
11
12

If you had to choose only 3 questions to ask in discovery, what would you choose?

Question
17
27
Members only

How many questions do you usually ask during a discovery call?

Question
50