Strategies for Effective Call Reviews and Sales Forecasting

TOP ACTIONABLE SALES TAKEAWAYS:

• Layer your discovery tree: After a prospect speaks, pull up your discovery tree and ask, "Where are we now?" Identify if they mentioned a situation, problem, or impact, and discuss where to guide them next, actively engaging your team.
• Keep it punchy and efficient: Drive the screen share, skip small talk, and use the transcript instead of video to review sessions faster, aiming for under 30 minutes.
• Prep before discovery calls: Reps should know the expected problem and who they’re meeting. Also, plan who they should meet with next after the call.
• Three key questions: Focus on what the prospect said, what to ask next, and evaluate the rep's performance. Keep the discussion centered on these points.

ARMAND'S PATH TO PRESIDENTS CLUB:

• Founder @ 30MPC
• VP of Sales @ Pave
• Director of Sales @ Carta

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