Discovery call

When it comes to sales, you can’t go wrong with a good discovery call form. By asking targeted questions upfront, you position yourself for a smoother call and greater success. Not only does it make your call more efficient, but it also makes the other person feel truly understood. With time to review their answers beforehand and employing attentive listening, you can tailor an irresistible offer perfectly suited to your ideal prospects. Plus, by utilizing this form, you can weed out the tire kickers, saving you time and hassle.

For a basic discovery call, you’re going to need seven things:

1. A form to collect data
2. Four to six targeted questions to uncover their needs, challenges, goals, budget, and timeline
3. A confirmation email
4. A link to your appointment scheduler
5. A tag to segment the group
6. A task to follow up with the contact
7. Three to five follow-up emails if they don’t purchase during your call

How to do...