Boost your sales process with our comprehensive Sales Discovery Questions Template, streamlining prospect identification, research, question preparation, analysis, and deal closure.
1
Identify the prospect's industry and company
2
Understand the prospect's role and responsibilities
3
Prepare key discovery questions about prospect's business and needs
4
Research about the prospect's business using online tools
5
Identify Challenges and pain points of the prospects
6
Approval: Sales Manager for the prepared questions
7
Schedule a call/meeting with the prospect
8
Ask discovery questions during the meeting
9
Listen carefully and take detailed notes during the conversation
10
Approval: Sales Director for the information gathered
11
Analyze the information gathered
12
Identify potential product/service solutions for the prospect’s needs
13
Prepare a proposal based on the gathered information
14
Send proposal to the prospect
15
Follow up with the prospect after sending the proposal
16
Modify the proposal based on the prospect's feedback
17
Approval: Account Manager for the final proposal
18
Send the final proposal to the prospect
19
Schedule a call to discuss the final proposal with the prospect
20
Close the deal if the prospect accepts the proposal
Identify the prospect's industry and company
To begin the sales process, you need to identify the industry and company of the prospect. This will help you tailor your approach and solution specifically for their needs. Gather information about the industry they operate in and the company itself.
Understand the prospect's role and responsibilities
In order to sell effectively to the prospect, it's crucial to understand their role and responsibilities within the company. This will help you tailor your messaging and solution to address their specific needs and pain points.
Prepare key discovery questions about prospect's business and needs
To gather the necessary information about the prospect's business and needs, it's important to come prepared with relevant discovery questions. These questions will help you uncover valuable insights and understand their pain points.
Research about the prospect's business using online tools
Before your initial call or meeting with the prospect, conduct thorough research about their business using online tools. This will help you gain a deeper understanding of their industry, competitors, and potential pain points.
Identify Challenges and pain points of the prospects
During your research and initial conversation with the prospect, identify their challenges and pain points. Understanding their pain points will allow you to offer relevant solutions and demonstrate the value of your product or service.
Approval: Sales Manager for the prepared questions
Will be submitted for approval:
Prepare key discovery questions about prospect's business and needs
Will be submitted
Schedule a call/meeting with the prospect
Once you have gathered the necessary information and prepared your questions, schedule a call or meeting with the prospect. This will allow you to further understand their needs and build rapport.
1
15 minutes
2
30 minutes
3
45 minutes
4
1 hour
5
More than 1 hour
Ask discovery questions during the meeting
During the scheduled call or meeting with the prospect, ask the prepared discovery questions. This will help you gather more specific information about their business, pain points, and needs.
Listen carefully and take detailed notes during the conversation
During the call or meeting with the prospect, actively listen to their responses and take detailed notes. This will help you remember important details and provide personalized solutions tailored to their needs.
Approval: Sales Director for the information gathered
Will be submitted for approval:
Listen carefully and take detailed notes during the conversation
Will be submitted
Analyze the information gathered
After the call or meeting with the prospect, analyze the information gathered. Look for patterns, common pain points, and specific needs that can be addressed with your product or service.
Identify potential product/service solutions for the prospect’s needs
Based on the information gathered and analyzed, identify potential product or service solutions that can address the prospect's needs. Tailor your recommendations to their specific pain points and challenges.
Prepare a proposal based on the gathered information
Once you have identified the potential product or service solutions, prepare a detailed proposal based on the gathered information. This proposal should outline the recommended solution, benefits, and pricing.
Send proposal to the prospect
After preparing the proposal, send it to the prospect for review. Customize the email subject and body with relevant information about the proposal.
Follow up with the prospect after sending the proposal
After sending the proposal, follow up with the prospect to ensure they have received it and address any questions or concerns they may have. This will help move the sales process forward and keep the prospect engaged.
Modify the proposal based on the prospect's feedback
After receiving feedback from the prospect, modify the proposal accordingly. Address any concerns or requests they have and update the proposal to better meet their needs.
Approval: Account Manager for the final proposal
Will be submitted for approval:
Modify the proposal based on the prospect's feedback
Will be submitted
Send the final proposal to the prospect
Once the proposal has been modified based on the prospect's feedback, send the final version to them for review. Customize the email subject and body with relevant information about the final proposal.
Schedule a call to discuss the final proposal with the prospect
After sending the final proposal, schedule a call with the prospect to discuss the details and answer any questions they may have. This will further engage the prospect and provide an opportunity to close the deal.
1
15 minutes
2
30 minutes
3
45 minutes
4
1 hour
5
More than 1 hour
Close the deal if the prospect accepts the proposal
If the prospect accepts the final proposal during the call or meeting, close the deal. This may involve signing a contract, processing payments, or any other necessary steps to finalize the sale.