5 Questions to Ask on a Call During the Sales Discovery Process

When you're on a call with a prospect, there are certain things you need to find out in order to determine whether or not they're a good fit for your product or service. This is what's known as the discovery process. During this time, you'll want to ask questions that will help you understand their needs and wants. In this blog post, we'll discuss five questions you should ask during the discovery process!

So, what are some discovery questions you should ask on a call?

What is the prospect's current situation?

When you're on a discovery call, the questions you ask can make or break the deal. You want to gain an understanding of the prospect's current situation, what their needs are, and whether your product is a good fit. But you also don't want to come across as interrogating or sales-y. So, what questions should you ask? 

First, you'll want to find out what the prospect's current situation is. What are their pain points? What are they trying to achieve? Asking questions about the current situation will help you understand the prospect's needs and whether your product is a good fit. 

What are their goals and objectives?

You'll want to ask questions about the future. What are the prospect's goals? What would success look like? Asking questions about the future will help you understand how your product can help the prospect achieve their goals. 

What is their budget?

As a professional, it's important to get an idea of your client's budget before starting work on a project. This is important as it can make or break your proposal and affect how you will execute the tasks at hand.

What metrics are you gonna be involved in?

Here’s where the questions begin to get more specific. This is where you’ll start to uncover what they’re responsible for in their role, and how your product can help them with that. This question is important because it allows you to measure how successful your product can be for them. By asking about metrics and (KPIs), you can get a quantifiable answer that will help you understand the potential impact of your product.

When do they need to have this problem solved? (Project timeline)

While it is important to ask questions during a discovery call, one of the most important questions to ask is about the project timeline. By understanding the timeline for the project, you can ensure that your team is able to allocate the necessary resources and that the deliverables are completed on time. In addition, understanding the project timeline can help you to identify potential risks and issues that could impact the project. Asking about the project timeline during a discovery call is an essential step in ensuring the success of the project.

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