Use This Discovery Call Formula to Get More Demos Booked | Kevin Dorsey | Ep. 295 (Sell)
Mar 18, 2025
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Kevin Dorsey, a four-time CRO with expertise in sales and leadership, dives into the art of discovery calls. He emphasizes matching your tone to your questions to build trust, as mismatched tones can create skepticism. Dorsey advises against pushing economic impacts too soon and shares a three-step framework for probing problems: identify, uncover effects, and quantify urgency. He also suggests using multiple-choice questions to streamline responses and position yourself as a knowledgeable advisor. Tune in for actionable insights to boost your demo bookings!
Matching your tonality to your questions is crucial for building trust and encouraging honest dialogue during discovery calls.
Finding a balance between discussing current pain points and future aspirations enhances the quality of conversations and leads to successful demos.
Deep dives
Effective Problem Identification
The first key to a successful discovery call is effective problem identification. A recommended technique is using a 'bucket question' to lead conversations, where a seller establishes authority by presenting common issues faced by similar personas. For example, a seller might ask if the prospect experiences difficulties with team follow-through or pipeline updates. By inviting the prospect to reflect on their challenges, sellers create a safe space for discussing problems, thereby enhancing the quality of the discovery process.
Balancing Pain and Future Aspirations
Successful discovery calls require a balance between discussing current pain points and the prospect's desired future state. It's insufficient to merely sell on pain; discovering the prospect’s goals is equally important. After establishing problems, sellers should pivot towards understanding what the prospect envisions as a better future, asking questions that explore their aspirations. This dual approach leads to more meaningful conversations, and ultimately, to solutions that resonate with the prospect's needs.
Selling the Next Step
Once problems and future aspirations are identified, the emphasis should shift to selling the next actionable step. This involves clearly communicating what the prospect should do after the discovery call, be it scheduling a demo or involving additional team members. Sellers should create urgency by explaining the value of taking that next step and how it aligns with the prospect's goals. Effective communication of the next steps is vital for sustaining momentum in the sales process.
Curiosity and Tonality in Discovery Calls
Genuine curiosity during discovery calls significantly impacts the effectiveness of questioning. Sellers must ensure that their tonality matches the nature of their questions to establish trust with prospects. A curious tone can foster open dialogue, making it easier to elicit honest responses. Avoiding generic situational questions in favor of more targeted inquiries leads to deeper insights and builds rapport, as prospects feel that their challenges are being genuinely understood.
Match Tonality to Questions: Tone discongruence kills trust. If your tone doesn’t match your question, prospects get skeptical. Adjust your delivery to align with the intent of your ask.
Don’t Push Economic Impact Too Soon: Mid-level managers may not care about bottom-line impact. Save deep financial discussions for decision-makers who influence the balance sheet.
Three Levels of Problem Questions: First, identify the problem. Second, uncover its effects. Third, quantify the impact in time or money to drive urgency.
Use Questions with Leads: Instead of open-ended asks, provide multiple-choice-style prompts. This makes answering easier and positions you as an informed advisor.
KD'S PATH TO PRESIDENT’S CLUB
CRO @ Finally
SVP of Sales and Partnerships @ Bench Accounting
Practice Lead, Revenue Leadership @ Winning by Design
VP of Inside Sales @ PatientPop Inc.
Head of Sales Enablement & Development @ ServiceTitan