{"id":38134,"date":"2024-02-23T07:09:27","date_gmt":"2024-02-23T07:09:27","guid":{"rendered":"https:\/\/www.process.st\/templates\/sales-discovery-questions-template\/"},"modified":"2024-04-17T15:03:11","modified_gmt":"2024-04-17T15:03:11","slug":"sales-discovery-questions-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/sales-discovery-questions-template\/","title":{"rendered":"Sales Discovery Questions Template"},"content":{"rendered":"\n<section id=\"identify-the-prospects-industry-and-company\">\n <h2>Identify the prospect's industry and company<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/50c29934-a886-4fc6-80a6-6917ba80a462\/o3mjvGBgD5-4eNUrdk5Llg.png\" alt=\"Identify the prospect's industry and company\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/50c29934-a886-4fc6-80a6-6917ba80a462\/o3mjvGBgD5-4eNUrdk5Llg.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  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.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Industry <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Company <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"understand-the-prospects-role-and-responsibilities\">\n <h2>Understand the prospect's role and responsibilities<\/h2>\n <div class=\"text-content\">\n  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.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Role and Responsibilities <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"prepare-key-discovery-questions-about-prospects-business-and-needs\">\n <h2>Prepare key discovery questions about prospect's business and needs<\/h2>\n <div class=\"text-content\">\n  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.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Discovery Questions <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"research-about-the-prospects-business-using-online-tools\">\n <h2>Research about the prospect's business using online tools<\/h2>\n <div class=\"text-content\">\n  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.\n <\/div>\n<\/section>\n<section id=\"identify-challenges-and-pain-points-of-the-prospects\">\n <h2>Identify Challenges and pain points of the prospects<\/h2>\n <div class=\"text-content\">\n  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.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Challenges and Pain Points <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-sales-manager-for-the-prepared-questions\">\n <h2>Approval: Sales Manager for the prepared questions<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Prepare key discovery questions about prospect's business and needs<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"schedule-a-callmeeting-with-the-prospect\">\n <h2>Schedule a call\/meeting with the prospect<\/h2>\n <div class=\"text-content\">\n  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.\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Meeting Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Meeting Time <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Meeting Duration <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     15 minutes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     30 minutes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     45 minutes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     1 hour\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     More than 1 hour\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"ask-discovery-questions-during-the-meeting\">\n <h2>Ask discovery questions during the meeting<\/h2>\n <div class=\"text-content\">\n  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.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Discovery Questions <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"listen-carefully-and-take-detailed-notes-during-the-conversation\">\n <h2>Listen carefully and take detailed notes during the conversation<\/h2>\n <div class=\"text-content\">\n  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.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-sales-director-for-the-information-gathered\">\n <h2>Approval: Sales Director for the information gathered<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Listen carefully and take detailed notes during the conversation<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"analyze-the-information-gathered\">\n <h2>Analyze the information gathered<\/h2>\n <div class=\"text-content\">\n  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.\n <\/div>\n<\/section>\n<section id=\"identify-potential-productservice-solutions-for-the-prospects-needs\">\n <h2>Identify potential product\/service solutions for the prospect\u2019s needs<\/h2>\n <div class=\"text-content\">\n  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.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Product\/Service Recommendations <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"prepare-a-proposal-based-on-the-gathered-information\">\n <h2>Prepare a proposal based on the gathered information<\/h2>\n <div class=\"text-content\">\n  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.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Proposal Details <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"send-proposal-to-the-prospect\">\n <h2>Send proposal to the prospect<\/h2>\n <div class=\"text-content\">\n  After preparing the proposal, send it to the prospect for review. Customize the email subject and body with relevant information about the proposal.\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Prospect Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Email Subject <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Email Body <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"follow-up-with-the-prospect-after-sending-the-proposal\">\n <h2>Follow up with the prospect after sending the proposal<\/h2>\n <div class=\"text-content\">\n  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.\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Follow-Up Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Follow-Up Time <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"modify-the-proposal-based-on-the-prospects-feedback\">\n <h2>Modify the proposal based on the prospect's feedback<\/h2>\n <div class=\"text-content\">\n  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.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Proposal Modifications <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-account-manager-for-the-final-proposal\">\n <h2>Approval: Account Manager for the final proposal<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Modify the proposal based on the prospect's feedback<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"send-the-final-proposal-to-the-prospect\">\n <h2>Send the final proposal to the prospect<\/h2>\n <div class=\"text-content\">\n  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.\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Prospect Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Email Subject <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Email Body <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"schedule-a-call-to-discuss-the-final-proposal-with-the-prospect\">\n <h2>Schedule a call to discuss the final proposal with the prospect<\/h2>\n <div class=\"text-content\">\n  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.\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Meeting Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Meeting Time <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Meeting Duration <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     15 minutes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     30 minutes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     45 minutes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     1 hour\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     More than 1 hour\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"close-the-deal-if-the-prospect-accepts-the-proposal\">\n <h2>Close the deal if the prospect accepts the proposal<\/h2>\n <div class=\"text-content\">\n  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.\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>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. Industry Company Understand the prospect's role and responsibilities [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udcbc","cover_icon_url":"","tasks_count":"20","template_description":"Boost your sales process with our comprehensive Sales Discovery Questions Template, streamlining prospect identification, research, question preparation, analysis, and deal closure.","template_id":"kShK9ZUanVijhq-pH-tKYA","task_0":"Identify the prospect's industry and company","task_slug_0":"identify-the-prospects-industry-and-company","task_1":"Understand the prospect's role and responsibilities","task_slug_1":"understand-the-prospects-role-and-responsibilities","task_2":"Prepare key discovery questions about prospect's business and needs","task_slug_2":"prepare-key-discovery-questions-about-prospects-business-and-needs","task_3":"Research about the prospect's business using online tools","task_slug_3":"research-about-the-prospects-business-using-online-tools","task_4":"Identify Challenges and pain points of the prospects","task_slug_4":"identify-challenges-and-pain-points-of-the-prospects","task_5":"Approval: Sales Manager for the prepared questions","task_slug_5":"approval-sales-manager-for-the-prepared-questions","task_6":"Schedule a call\/meeting with the prospect","task_slug_6":"schedule-a-callmeeting-with-the-prospect","task_7":"Ask discovery questions during the meeting","task_slug_7":"ask-discovery-questions-during-the-meeting","task_8":"Listen carefully and take detailed notes during the conversation","task_slug_8":"listen-carefully-and-take-detailed-notes-during-the-conversation","task_9":"Approval: Sales Director for the information 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