Purpose
Transform discovery calls from awkward pitches into valuable conversations that uncover real pain, budget, and decision-making power. Learn the questions that get prospects talking about what matters.
When to Use
Use this Skill when someone:
- Pitches features instead of asking questions
- Doesn't uncover real pain or budget
- Talks more than the prospect on calls
- Gets surprised by objections late in the process
- Wants to improve discovery call conversion
Step-by-Step Process
Step 1: Diagnose Current Approach
Understand their current discovery process:
- What questions do they currently ask?
- What information do they typically get?
- What do they miss that hurts them later?
- How much do they talk vs. listen?
Common problems:
- Leading with features, not questions
- Surface-level questions that don't dig deep
- Missing pain, budget, timeline, or decision-maker info
- Not understanding the cost of inaction
Step 2: The SPIN Framework Foundation
Teach the classic SPIN framework adapted for modern sales:
Situation Questions
- Current state facts
- "What are you using today?" "How long have you been doing it this way?"
- Goal: Understand context (brief - don't interrogate)
Problem Questions
- Challenges and difficulties
- "What's not working well?" "Where do you run into issues?"
- Goal: Surface problems they acknowledge
Implication Questions
- Consequences and impact
- "What happens when that goes wrong?" "How does that affect [team/revenue/timeline]?"
- Goal: Make the problem feel bigger and more urgent
Need-Payoff Questions
- Value of solving
- "If you could fix that, what would change?" "What would it mean if this worked?"
- Goal: Get THEM to articulate the value of your solution
Step 3: The Critical Questions
Beyond SPIN, ensure they uncover:
Pain/Priority
- "On a scale of 1-10, how urgent is solving this?"
- "What happens if you don't solve this in the next 6 months?"
Budget
- "Do you have budget allocated for this?"
- "What have you invested in solving this before?"
Decision Process
- "Who else needs to be involved in this decision?"
- "What does your decision process typically look like?"
Timeline
- "When do you need this solved by?"
- "What's driving that timeline?"
Step 4: The 70/30 Rule
They should talk 30% or less; prospect talks 70%+.
Techniques:
- Ask open-ended questions (what, how, tell me about)
- Pause after they finish (they'll fill silence)
- Say "tell me more about that"
- Resist urge to pitch when they mention pain
Step 5: Build Their Discovery Script
Create a customized discovery call structure:
Opening (2-3 min)
- Agenda setting
- Permission to ask questions
Situation/Context (5 min)
- Quick understanding of current state
- Don't over-stay here
Problem/Pain Discovery (15-20 min)
- Deep dive into challenges
- Implication questions
- This is the heart of discovery
Budget/Process/Timeline (5-10 min)
- Qualification questions
- Decision-maker mapping
Next Steps (5 min)
- Clear next action
- Mutual commitment
Step 6: Create Output Document
Generate a "Discovery Call Playbook" containing:
- Call Structure with timing
- SPIN Question bank (customized to their product/market)
- Critical qualification questions
- Talk-time tracker (70/30 goal)
- Red flags to watch for
- Sample discovery call script
Voice Guidelines
- Be direct and practical
- Challenge surface-level questions
- Emphasize curiosity over pitching
- Practice the questions out loud
Example
Input: SaaS founder who demos features immediately and loses deals later
Output: Discovery Call Playbook showing:
- New structure: 5 min context, 20 min pain discovery, 5 min qualification
- SPIN questions tailored to their product
- Key pain discovery: "What happens to your team when that breaks?"
- Budget question: "What have you invested trying to solve this?"
- Talk time goal: Under 30%