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Discovery Call Planning - Free Sales Training Part 7

Teach yourself discovery call planning.

A diagram illustrating the important objectives of a sales discovery call.

On Wednesday, April 1st, 2020, we began delivering a free B2B sales training course via bite-sized posts on the SalesSense LinkedIn company page. This page presents the posts in part seven - planning a discovery call or meeting.

Follow the links below to study the course. 

 Return to the course contents page.

 

In Person Couse Delivery

Have the course content delivered in part or in full, for individuals or groups in sessions led by the course author.

Online Group Training Session - £250 plus VAT. Learn more.

One-to-One Coaching Session - £150 plus VAT. Learn more.

 

Part Seven - Discovery Call Planning

An overview. 7.0

Common experiences. 7.1

Rule No. 1. - make no assumptions. 7.11

Assumptions easily made. 7.12

Rule No. 2. - declare your intent. 7.2

Consequences of assumptions. 7.21

Rule No 3. - don't talk about the solution. 7.3

Redirection. 7.31

Potential obstacles. 7.4

Financial circumstances. 7.41

Financial implications. 7.42

Customer organisation. 7.43

Vision and mission. 7.44

Progress initiatives. 7.45

Business drivers. 7.46

Leverage. 7.5

Discovering issues. 7.51

Discovering issues - domino questions. 7.52

The Expand step. 7.6

Consequences of inaction. 7.61

Overcoming resistance. 7.611

Expanding leverage. 7.612

Practising the process. 7.613

Who is involved in the decision. 7.62

How to get access. 7.621

Overcome access objections. 7.622

Discover decision-maker issues. 7.623

Expand understanding. 7.63

How to handle the price question. 7.64

Testing acceptance of the cost. 7.641

When they don't have the money. 7.642

When they do have the money. 7.643

The Advantage step in the CLEAR process. 7.7

Establishing a sales or buying process agreement. 7.71

The benefits of a sales/buying process agreement. 7.72

How to agree and document a sales/buying process agreement. 7.73

Testing your Advantage. Do you know these things? 7.8

Getting some favourable agreements before you begin helping the customer buy. 7.81

Planning an initial call or meeting - CLEAR summary. 7.9

 

Some Pointers for Self-Led Learning

Effective self-education starts with setting precise learning objectives and developing a structured plan to organise topics and timelines. Utilise a variety of high-quality educational materials that align with your goals. Consistency is key, so establish a regular learning routine tailored to your schedule. Enhance retention through active learning methods like note-taking and practical applications. Seek feedback to identify areas for improvement and maintain discipline and motivation through community engagement and progress tracking. Embrace a growth mindset, viewing challenges as opportunities for development. Regularly reflect on and adapt your learning strategies. Cultivate a lifelong passion for learning by staying curious and continually exploring new subjects, making self-education an enduring pursuit of personal and professional growth.

 

Have this B2B sales training course or any element delivered for groups or individuals through virtual classroom sales training sessions or one-to-one coaching. Call +44 (0)1392 851500 or email jimm@salessense.co.uk for details.

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