How to Make an Effective Discovery Call That Wins You More Clients
Simone Severino CSC
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The discovery call is comparable to a first date in terms of sales. It's a chance to discover more about your potential client and determine whether your offering and their needs are a good fit. Discovery calls should ideally last for about 30 minutes. This is just enough time to get to know one another and see whether there might be a good fit.
It's crucial to get ready in advance for your discovery call if you want to maximize it. This entails preparing a list of inquiries that will enable you to discover more about the requirements of your potential clients.
Discovery calls might be difficult as well. You have a finite amount of time to establish rapport, establish trust, ask the proper questions, and learn important information.
In this video, we’ll give you a step-by-step guide to executing a sales discovery call, including a list of essential discovery questions. By the end, you’ll know exactly how to prepare for and conduct a discovery call that will set you up for success.
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5x entrepreneur. Best-selling leadership author. C-level coach. Conscious leadership & Culture expert. Board expert. Master facilitator. MA in OD & ISD. Transforming clients w/the Enneagram, EI, & XChange Facilitation.
1y🐆 Simon Severino great analogy and great advice!
Global authority on AI-driven growth | Author of 'The Data & AI Imperative' - the playbook for scaling success | Fractional CMO transforming tech scaleups | Enabled 10% of Fortune 100 to innovate | Empowered 2M+ globally
1ySpot on! 🌟 A discovery call is indeed a great opportunity to understand the customer's needs and establish a potential long-term relationship and success. Short and sweet, meaning, you also do your research about the client and the business to save everyone's time. Thanks for sharing this valuable insight! 👍
SHE-eo of Mindustry Innovation Hub | Leadership & Branding Coach | Learning Consultant | Helping ambitious leaders and pros level up with ease.
1yYes 🙌 short and sweet. And to the point. Do your ´due diligence’ before. Prepare the pitch. Don’t waist people’s time. And, also give them something. Have a takeway for them. The sales meeting should also guve some value.
Husband, father, SEO getting you consistent, unlimited traffic without ads 👉🏻 FreeSEObook.com, written from 17 years as SEO agency owner
1yI agree with your advice, 🐆 Simon. Keeping it short and straight to the point is critical. It makes it easy for your intended audience to comprehend and respond quickly. Indeed. "It's not just about making a sale. It's about building a relationship." 💯
C-Suite Advisor | Helping CEOs, Executives & Boards Achieve Breakthrough Growth & Profits
1yRelationships: all the time because now may not be the right time but you never know when now is the right time.