Ultimate Discovery Call Checklist: Unlock Your Prospects’ True Needs

Manish Katyan

Feeling stuck in your discovery calls? Use our ultimate checklist to uncover your prospects' true needs and boost your sales conversions. Learn the key questions to ask and how to tailor your solutions effectively. Make every call count with this proven checklist.

July 2, 2024

Are your discovery calls going nowhere?

Unlocking your prospect’s true needs is key to turning calls into sales.

Here’s my cheat sheet for RevAmp to guide you.

Focus on three questions: What they want, what they’re trying to solve for, and why they want it.

Key Questions Questions to Ask Sample Responses
What they want What are your main goals for this quarter in terms of sales? More qualified leads
What would a successful sales campaign look like for you? Higher conversion rates
What specific outcomes are you looking to achieve with your sales efforts? Better engagement rates
What metrics are you focused on improving?
How do you define success in your sales process?
What they're trying to solve for What challenges are you currently facing in your sales prospecting efforts? Poor targeting
Are there any specific areas where your current sales tools are falling short? Inefficient lead scoring
What obstacles are preventing your sales team from achieving their targets? Low response rates
What issues do you encounter with your current lead generation process? Difficulties in personalizing outreach
How do you currently identify and prioritize leads?
Why they want it Why is it important for you to solve these challenges now? Book more sales
How would improving your sales prospecting impact your business? Make sales more predictable
What are the consequences if these challenges are not addressed? Reduce wasted sales efforts on unqualified leads
Why is achieving your sales goals critical at this time?
How will solving these issues benefit your overall business strategy?

By focusing on these questions, you can meet your prospect’s needs.

Use this cheat sheet to make discovery calls more productive.

Understanding your prospect’s needs will position you as the perfect solution.

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