Starting 2023 Right — Discovery ?’s

I’m always looking to continuously learn, innovate and improve my craft. I’d love to hear your favorite 2-3 discovery questions if you’re willing to share!

☁️ Software Tech
☑️ Qualification Calls
🤘 Personal Growth
11
braintank
Politicker
11
Enterprise Account Executive
What made you decide to take this meeting?

What would make this meeting successful for you?
Sunbunny31
Politicker
4
Sr Sales Executive 🐰
These are my go tos. They open up all kinds of discussion.

I'll end up wanting to know about budget (is this a budgeted initiative?), timeline (are they up against renewal of an existing solution they want to replace? Is there a compliance date or other significant must-hit date for using the solution?), who needs to be involved in the decision as well as who owns it (responsible for success/failure and who signs the contract). All of those would follow these openers.
AlwaysBeHunting
Executive
1
Enterprise Account Executive
Thanks! There’s one that I hadn’t though of that I’ll be adding (compliance date - I usually ask if there’s a “must-hit deadline”).
ZVRK
Politicker
2
Enterprise Account Executive
Love this, just sent this to my SDR team hope you don`t mind :D
Sunbunny31
Politicker
1
Sr Sales Executive 🐰
After the must-hit deadline question is the "why is this important?" question. Many "must-hits" don't have any real, tangible impact; they're somebody's target, usually because they want the project off their plate, not because there's any real compelling reason. Being able to tie a date back to a financial or other implication is critical for any urgency and can help you keep things moving on the customer's behalf, rather than your personal interest in closing a deal. I mean, you can always build in (and should consider anyway) the cost of doing nothing and the impact to the customer that can drive urgency if they don't have other compelling reasons.
Coastal_crusher
Politicker
2
Sales Director
Always these^
Sunbunny31
Politicker
2
Sr Sales Executive 🐰
These are my go tos. They open up all kinds of discussion.

I'll end up wanting to know about budget (is this a budgeted initiative?), timeline (are they up against renewal of an existing solution they want to replace? Is there a compliance date or other significant must-hit date for using the solution?), who needs to be involved in the decision as well as who owns it (responsible for success/failure and who signs the contract). All of those would follow these openers.
ThatNewAE
Big Shot
1
Account Executive - Mid enterprise
Wow ! The second question - I'd love to lead with this question from the next discovery on!
CuriousFox
WR Officer
3
🦊
Walk me through your buying process from the moment you realize you need the product to actually receiving the product.
AlwaysBeHunting
Executive
0
Enterprise Account Executive
To clarify, you are asking this during the initial discovery call?
CuriousFox
WR Officer
2
🦊
Yup.
Diablo
Politicker
2
Sr. AE
First think - I always like to know if they have heard of us and what brought the person to us (apart from the outreach).
Pachacuti
Politicker
2
They call me Daddy, Sales Daddy
“Why is that important to you!”
Coastal_crusher
Politicker
1
Sales Director
“If I had a magic wand, what would you want me to give you [for your department] right now?”
Angusmacg
Valued Contributor
1
Territory Account Mgr.
I like what has already been posted but my first business question is "What is your current supplier not doing for you?"
AlwaysBeHunting
Executive
1
Enterprise Account Executive
I like that. They may not be using a vendor at the moment but it at least gets them to either tell you what they aren’t doing or tell you they don’t currently have a vendor.
GreenSide
Politicker
1
Sales manager
After you’ve already identified the problem, “what have you already tried to do to solve the problem?”
Armageddon
Opinionated
1
Enterprise Account Executive
1) What would happen if you maintain the status quo?

2) If your boss were to ask you why this purchase is important to the business, what would your response be?
AlwaysBeHunting
Executive
0
Enterprise Account Executive
Love these!
3

Whats your opener for setting out a STRONG agenda on a discovery call?

Question
6
36
Members only

Don't Go For A Run Right Before A Discovery Call

Advice
19
9

First Discovery Call

Question
11