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The Perfect Discovery Call - Sam McKenna
samsalesconsulting.com
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To launch into discovery, let me first tell you the starting questions I detest: “Can you tell me what interested you in taking today’s call?” “So, what I’d like to do is tell you about where we fit into the market and then…” “Can you tell me a specific challenge you’re having right now with xyz product?” These are either selfishly driven or too specific to really get anywhere. Yes, even the first one. “I don’t actually care about the team, the challenges, etc. – I care about whatever is in that person’s brain and I want them to stream of consciousness about why they took the call.” Once that person launches into their stream, I make a point to not interrupt or get off track – I want every single thought that they have to come out so I can take proper notes.
So, how do you then run the perfect discovery call? Here’s my formula: “Do your homework, find something to connect on about them, their location, their background, etc.” To launch into discovery, let me first tell you the starting questions I detest: “Can you tell me what interested you in taking today’s call?” “So, what I’d like to do is tell you about where we fit into the market and then…” “Can you tell me a specific challenge you’re having right now with xyz product?” These are either selfishly driven or too specific to really get anywhere. Yes, even the first one.
“Thanks for making time to meet for wine today, Fred. So, what I’d like to do first is hear why you accepted this date. Mmmhmmm…oh, because I asked you out? Oh. Okay. Um…okay so ah, can you tell me about some of the issues you’ve had with your previous girlfriends? Mmhmm mmhmmm. Okay, now let me ask you some financial questions – what’s your FICO score, what’s the balance of your 401K, how diversified are your investments? What? That’s too forward? Okay, well, one thing I’d also like to cover is your parents and siblings. Are they part of the process if you decide I’m awesome and want to date me more? Like, do I need their approval…should we patch them in now on FaceTime, or.. Hmm? You think I’m weird? Okay, well, also, if I’m the right person for you, which, believe me, I am, how fast do you think you’d like to get married? Fred? Okay, okay, let’s not rush it! What I’d like to do now is first, tell you again, with no other context whatsoever, that I’m amazing and you definitely want a second date, and second, I’d like to get your family on the next outing so we can speed this up to marriage. Does that sound good to you, Fred?” “All of the questions you’ve been told to focus on – challenge, decision making power, budget, etc. – are important, but the most important aspect of a discovery call is that we find out as much as we can about our prospect while making a positive first impression that adds value.” My philosophy is simple – if someone gives you 30 minutes of their day, it’s because they have a challenge; it’s now your job to solve it – either directly by what your company does or via an introduction to someone you know that will solve that for them.
“Thanks for making time to meet for wine today, Fred. So, what I’d like to do first is hear why you accepted this date. Mmmhmmm…oh, because I asked you out? Oh. Okay. Um…okay so ah, can you tell me about some of the issues you’ve had with your previous girlfriends? Mmhmm mmhmmm. Okay, now let me ask you some financial questions – what’s your FICO score, what’s the balance of your 401K, how diversified are your investments? What? That’s too forward? Okay, well, one thing I’d also like to cover is your parents and siblings. Are they part of the process if you decide I’m awesome and want to date me more? Like, do I need their approval…should we patch them in now on FaceTime, or.. Hmm? You think I’m weird? Okay, well, also, if I’m the right person for you, which, believe me, I am, how fast do you think you’d like to get married? Fred? Okay, okay, let’s not rush it! What I’d like to do now is first, tell you again, with no other context whatsoever, that I’m amazing and you definitely want a second date, and second, I’d like to get your family on the next outing so we can speed this up to marriage. Does that sound good to you, Fred?” “If you come out of the gate with your firing-range of selfish questions, you’ll do the opposite.” My philosophy is simple – if someone gives you 30 minutes of their day, it’s because they have a challenge; it’s now your job to solve it – either directly by what your company does or via an introduction to someone you know that will solve that for them.
To launch into discovery, let me first tell you the starting questions I detest: “Can you tell me what interested you in taking today’s call?” “So, what I’d like to do is tell you about where we fit into the market and then…” “Can you tell me a specific challenge you’re having right now with xyz product?” These are either selfishly driven or too specific to really get anywhere. Yes, even the first one. ““So, I could tell you a million things about #samsales Consulting, but I’d love to hear from your perspective first – what the team is like, challenges you’re having, and just the overall landscape of what things look like at COMPANY, if that’s okay?”” Once that person launches into their stream, I make a point to not interrupt or get off track – I want every single thought that they have to come out so I can take proper notes.
Each piece that they give me then becomes an outline for how to run the rest of my call. For example, if the answer from my buyer is something like, “Sure, so the landscape over here is that we’re really struggling with sales. I’m concerned that our BDRs aren’t using the right content to get meetings, which is having them fall short of expectations. Our first to second meeting conversion ratio is super low, so I’m also worried that we’re missing the mark on our discovery calls. Last year we also had a shift in leadership which is good in the sense that we can do more with training given our new leader, but it also cause such a shift that we lost out on the focus of chasing many opportunities and our team ended the year at about 47% of goal.” “When I hear that, I make an outline, just like you did in high school English – I. BDR Meetings II. Discovery Call Process III. Change in Leadership IV. 47% of Annual Goal.” Once the buyer is done speaking, my next line is always along the same lines of, “Okay got it, I have about a million questions…can I circle back to the first point you made and ask you a few of them?”