Discovery Call

Gather facts about the prospect's current state. Keep this section short - prospects find these questions low-value. Limit to 3-4 questions.

Examples:

• "How does your team currently handle [relevant process]?"
• "How many people are involved in [relevant workflow]?"
• "What tools are you using today for [relevant area]?"

Do not ask questions whose answers are on their website or LinkedIn. That signals you didn't prepare.

Step 3: Run Problem questions - surface dissatisfaction (8-12 min)

Shift to asking about difficulties, frustrations, and gaps. This is where top performers spend the most time.

Examples:

• "Where does that process break down for you?"
• "What's the biggest friction point when [relevant scenario] happens?"
• "How often does that cause issues downstream?"
• "What happens when it doesn't work the way you need it to?"

Listen for language that signals explicit pain. Write it down verbatim - you'll use their words back in your proposal.

Step 4: Run Implication questions - expand the problem (5-8 min)

Make the prospect feel the cost of inaction. Connect the problem to business impact: revenue lost, time wasted, team morale, customer churn, competitive risk.

Examples:

• "When that breaks down, what's the downstream effect on [team/metric/customer]?"
• "How much time does your team spend working around that?"
• "What does that mean for your [quarterly target / renewal rate / customer satisfaction]?"
• "If this isn't solved in the next six months, what happens?"

You are not inventing urgency - you are helping them calculate the cost of the status quo.

Step 5: Run Need-Payoff questions - let them sell themselves (5 min)

Ask questions that get the prospect to articulate the value of solving the problem. Do not pitch. Let them describe the benefit.

Examples:

• "If you could eliminate that friction, what would that unlock for your team?"
• "How valuable would it be to get that time back?"
• "What would it mean for your roadmap if this was no longer a bottleneck?"

The prospect describing the solution in their own words is worth more than any demo slide.

Step 6: Confirm, summarize, and advance

Before ending the call:

1. Summarize what you heard: "So the core issue is [X], and if left unaddressed it impacts [Y]. Is that right?"
2. Confirm explicit interest: "Does solving this feel like a priority right now?"
3. Propose a specific next step with a date: "I'd like to put together a recommendation and walk through it with your team on [date]. Does that work?"

Never leave a call with "I'll follow up." Leave with a confirmed next step.

Anti-Patterns

1. Pitching too early Bad: "Great, sounds like you have [problem] - we actually solve that. Let me show you how..." Good: Ask an Implication question to expand the problem before saying anything about your product.

2. Asking Situation questions you could have researched Bad: "How many employees does your company have?" Good: "Your team grew 40% last year - how has that affected your [relevant process]?"

3. Treating a surface-level pain as a green light Bad: Moving to demo scheduling the moment a prospect says "yeah, that's a challenge for us." Good: Follow up with an Implication question to understand scope and severity before advancing.

4. Vague next steps Bad: "I'll send over some materials and we can reconnect." Good: "Can we put 45 minutes on the calendar for Thursday at 2pm? I'll bring [specific deliverable]."

Quality Checklist

• Wrote down minimum outcome and ideal outcome before the call
• Asked fewer than 5 Situation questions - did not over-research on the call
• Asked at least 2 Implication questions that tied the problem to business impact
• Asked at least 1 Need-Payoff question and let the prospect answer fully
• Captured the prospect's exact words for their pain and desired outcome
• Left the call with a specific next step confirmed (not "I'll follow up")
• Did not pitch the product before the prospect articulated an explicit need