Mastering Discovery Calls

Set Multiple Agendas: Before showing a high-level demo, re-establish the agenda. Explain what you'll show, present it, then recap by tying it back to the meeting's outcome.
Dangle the Carrot: Identify one problem to address in your demo, then ask for two or three more use cases. Use curiosity to uncover additional discovery points before diving into the demo.
Anchor to an Outcome: Start the call by setting a clear decision-oriented goal, such as determining if further evaluation is worth their time.
Be Blunt About Goals: In rip-and-replace scenarios, state the stakes directly, like weighing the pain of switching versus the potential benefits. This disarming honesty builds trust.

This chapter explores the common mistakes salespeople make during discovery calls and emphasizes the need for genuine engagement over scripted questions. It provides strategies for building trust, understanding prospects' challenges, and maintaining alignment throughout the conversation to effectively uncover pain points and confirm next steps.

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