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CloseLoop Sales: Discovery Call Playbook

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CloseLoop Sales: Discovery Call Playbook

Prepare a discovery call for a specific prospect in a few minutes. Tell it what you sell, who you are meeting and anything you know about them, and get a call plan: a short opening, questions in the order to ask them (from the situation to the cost of the problem to who decides), follow-up probes to go deeper on vague answers, signals that this is not a fit, how to close with a concrete next step, and a note template to fill in during the call. It is built to make the prospect do most of the talking, and it avoids turning the call into a product demo.

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