Discovery Flashcards

1
Q

Why is it important to be good at asking questions in sales?

A

The better you are at asking questions, the better you’ll be at selling. Don’t stop questioning until you clearly understand their problem.

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1
Q

What question should you always end a discovery call with?

A

“Feels like [X problem] is the main priority for you right now. Is that right?”

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2
Q

How does doing more discovery calls benefit you?

A

It improves your discovery skills, as discovery is a key part of sales. It’s a continuous process throughout the entire sales cycle, not just a one-time event at the start of a demo.

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3
Q

How should you build trust and credibility in the intro?

A

‘I’ve been in the document creation industry for several years now specifically working with [persona you’re speaking to] to help them solve consistency / collaboration / efficiency issues in doc creation. I’ve supported companies such as XYZ through this process.

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4
Q

How should you set the agenda for a sales call?

A

Clearly outline the steps:

Learn about the prospect.
Determine if you can help them.
Dive into a demo if applicable.
Align on mutual next steps.

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5
Q

How do you transition into asking questions during a sales call?

A

Reference previous interactions or challenges mentioned:

“You spoke to my colleague about [X challenge], shall we start there?”

“You replied to my email about saving time on deliverables. Tell me why that sparked interest.”

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6
Q

What does the SPIN framework stand for in sales questioning?

A

Situation
Problem
Implication
Need-Payoff

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7
Q

How should you structure your questions using SPIN?

A

Start with the most likely problem, go deep into it using SPIN questions. If it’s not the main issue, move to the next likely problem.

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8
Q

How do you ensure you address the prospect’s main problem during a demo?

A

Align on the top problem by asking, “Feels like [X problem] is the main priority for you right now. Is that right?”

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9
Q

How do you establish authority in sales?

A

Show that you know the solution to their problem, you are the product expert. Build this authority early in the conversation.

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10
Q

Why should you always send an agenda before a sales call?

A

It keeps the meeting on track and prevents the prospect from raising unrelated topics like price too early.

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11
Q

Why is it important not to sell back too early?

A

Ensure you have thoroughly explored all lines of questioning and identified the main pain point before jumping into the sales pitch.

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12
Q

What is the importance of having mutual agreements in place?

A

It ensures the prospect is committed to the relationship and provides a clear reason for the next step.

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13
Q

Should you ask about price / affordability in the discovery?

A

Yes. Bringing the conversation of budget up early is important for the discovery. Double check they have budget

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14
Q

What is a killer question you must ask before leaving the discovery?

A

Where do you want to get to in the next 5 years?

What’s the dream state for you here?

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15
Q

If the prospect is pushing you to show a demo, what should you say?

A

Push back. Go back to the agenda set, explain you haven’t found enough of a challenge / impact to show them a worthwhile demo

16
Q

How should you start your questioning?

A

Go big, go broad.

Why are we here today?

17
Q

Why is going granular so early to your detriment?

A

It doesn’t give you the broad picture you need to really dig into the pains

18
Q

What should you say at the start of a demo regarding time?

A

DO NOT say conscious of your time

Say ‘I’m happy we got the time to meet today’

19
Q

How do you show you can help them and transition into demo?

A

I’m optimistic we can help you given what we covered and given our work with other clients

20
Q

What’s a good way to frame the process question?

A

‘Typically we see firms like you (NAME THEM) before they take on UpSlide and they struggle with manual report creation. Can you tell me how you’re currently producing reports?’