Tuesday, April 5, 2022

Webinar Recording: Anatomy of a Discovery Conversation

 

In which we will actually perform an unrehearsed discovery call, following our discovery methodology, with “call outs” from time to time to highlight and explain key elements, skills, and principles. This won’t be your standard webinar!


In which we actually performed an unrehearsed discovery call, following our discovery methodology, with “call outs” from time to time to highlight and explain key elements, skills, and principles. This wasn’t your standard webinar!


See a real-life example of doing discovery that can serve as the basis for a template for you and your team, as well.


To set the context for this webinar, our prospect has reached out to us asking about demo skills training possibilities. We had an initial 20-minute conversation about our offerings, after which we sent information on our training options and pricing. After digesting this information, our prospect reconnected for the next step: a discovery conversation.


We interspersed the conversation with comments and observations about the anatomy of this discovery call, exploring some of the key elements of discovery, including:

  • About You
  • Demographics
  • Environment
  • Major Pain
  • Impact
  • Value
  • Related Pain
  • Culture
  • Wrap-up

Note that our prospect provided real-life complexity with regards to his situation, making the conversation more challenging than the average discovery call!  Listen-in as we interviewed our prospect…


You can find the recording here.  Enjoy!

1 comment:

SE Kevin said...

If you polled AEs with the question: "What's the purpose of discovery? My experience is an alarming amount would respond: "To figure out what we're going to show in the demo."

I absolutely love that "demo requirements" isn't included in your list of discovery questions. The purpose of discovery is to some extent qualify the deal and mostly understand how we move forward. Maybe a demo isn't even required, or if it is, the requirements will be uncovered based on the other bullets listed, pain value, impact.

Always Be Closing!!