A solid discovery call can make all the difference when converting leads. It’s not just about showing up—it’s about how you prepare for discovery call. Here’s how to set the stage for success before the call even begins.
Want to learn the art of a successful discovery call and close more deals? Schedule a Discovery Call today to learn how.
3 Steps to Set Up Your Sales Discovery Call for Success
1. Share Content Before the Call
Before the sales discovery call, share something valuable with your lead. This could be a summary of what you plan to discuss or even the presentation you’ll show during the call. Prepare for discovery call to set clear expectations and let the prospect see your expertise upfront.
2. Assign Simple Homework
Sales discovery preparation means getting prospects involved by giving them a small task before the call. This could be a few clarifying questions or asking them to gather specific data you’ll need for the conversation. It’s not about giving them extra work—it’s about getting useful information that helps make the call more productive.
3. Ask Probing Questions
Use the opportunity to ask probing questions that show you understand their business. Tailor your questions to their specific industry or pain points. This adds value and positions you as an expert, which can help build trust before the actual call.
Read More: How to Qualify Leads and Maximize Sales Efficiency: A Simple Guide
Build Trust Before the Call
By setting expectations, engaging your lead with relevant questions, and showing your expertise early, you’ll set up a successful discovery call that moves the needle. These discovery call preparation steps show that you’re not just looking for a sale—you’re focused on solving their problem.
Additional Resources
→ My Lead Generation Reading List
$100M Offers by Alex Hormozi
$100M Leads by Alex Hormozi
Expert Secrets by Russell Brunson
The Art and Business of Writing by Nicolas Cole
Founder Brand by Dave Gerhardt
Predictable Revenue by Aaron Ross & Marylou Tyler
The Challenger Sale by Matthew Dixon & Brent Adamson
→ My Sales & Marketing Stack
Notion (Productivity)
