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What is Discovery Calls?

A discovery call is the initial sales conversation where you learn about a prospect's challenges, goals, and buying process. The goal is to qualify the opportunity and understand if your solution is a good fit.

Why It Matters

Discovery calls set the foundation for the entire sales cycle. Well-prepared discovery calls lead to higher qualification accuracy, shorter sales cycles, and better win rates. Poorly prepared calls waste time on unqualified opportunities.

Discovery Calls

Common Challenges

Limited preparation time

Sales reps often have back-to-back calls and lack time for thorough research on each prospect.

Generic questions

Without context, discovery questions are generic and fail to uncover real pain points or buying motivations.

Missing company context

Not understanding the prospect's business, industry, or recent events leads to shallow conversations.

How Prepd Helps

1

Company Intelligence

Prepd provides company overview, recent news, strategic initiatives, and industry context before every call.

2

Pain Point Indicators

Prepd identifies signals like job postings, tech changes, and company announcements that indicate potential pain points.

3

Smart Discovery Questions

Get tailored questions based on company context that uncover real needs and buying motivations.

Discovery Calls Checklist

Pre-Call Preparation
Research the prospect's company, industry, and recent news
Understand the prospect's role and responsibilities
Identify potential pain points based on job postings and tech stack
Prepare 5-7 open-ended discovery questions
Review competitive landscape and positioning
Check for mutual connections or warm introduction opportunities
Understand the typical buying process for this type of company
Prepare qualification criteria checklist

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Frequently Asked Questions