How to Prepare for a Valuable Sales Discovery Session

By Brian Walsh (Business 2 Community)

SJP

Know Where You’re Going. Understand Where You’ve Been.

If you want to truly understand how you can help your client, you need to assess what you know. A call with someone you’ve never met before is very different than one where you have some background. This may seem like an elementary point, but I’ve seen way too many salespeople approach all their discovery calls the same way. As a result, they miss opportunities to change their conversation in a way that connects them to buyer value drivers. The prep is critical for many reasons, and it starts with two simple questions:

  1. Where am I in the account?
  2. Where am I not?

Remember the “Who”

Effective preparation doesn’t end there. A lot of salespeople make the mistake by only asking those questions. They focus their discovery only on the account white space, or if it’s a new account, where they think they have the biggest chance of making a sale. That information is important, but you need to consider the “who.”

Research from CSO Insights shows that three or more individuals are involved in the final B2B buying decision. Your challenge as a salesperson is to articulate your solution’s value and differentiation in a way that shows the business impact to each of these decision makers. You won’t be successful in showing your business impact to this key group if you don’t follow an effective discovery process.

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