How to Make an Effective Discovery Call That Wins You More Clients
How to Make an Effective Discovery Call That Wins You More Clients

How to Make an Effective Discovery Call That Wins You More Clients

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.

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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.

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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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Marissa Levin

Conscious Leadership & High Performance Culture Expert | Fractional Chief Culture Officer | Bridging Strategic & Spiritual Wisdom to Unlock Potential | 5x, 30yr Entrepreneur | Hospice Caregiver | Transition Expert

2 å¹´

?? Simon Severino great analogy and great advice!

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Lillian Pierson, P.E.

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

2 å¹´

Spot 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! ??

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Amela T.

Fix Leadership & Team Challenges—Fast | Productivity | Performance | People ? Buy me a coffee and let’s talk real solutions.

2 å¹´

Yes ?? 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.

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Damon Burton

Husband, father, SEO getting you consistent, unlimited traffic without ads ???? FreeSEObook.com, written from 18 years as SEO agency owner

2 å¹´

I 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." ??

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Dave Wakeman

C-Suite Advisor | Helping CEOs, Executives & Boards Achieve Breakthrough Growth & Profits

2 å¹´

Relationships: all the time because now may not be the right time but you never know when now is the right time.

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