The 60-Day Sales Discovery Challenge in 5 Simple Steps

By Rachel Cavallo on Mar 14, 2018

I have recently had multiple conversations with sales leaders who complain that their teams are ineffective at sales discovery.  Their teams don’t know enough about their customers.  They don’t ask the right questions, don’t ask enough questions, and don’t apply what they learn to sell more.

Typically, my question back to them is, “So what are you doing about it?”  I’m a firm believer that teams will rise to the expectations of their leaders, but those expectations need to be clear, succinct, and consistently applied and measured.

I also know that it takes 30 to 60 days of consistent focus to change behavior (the behavior of the sales professional AND the leader).  Widespread, long-term change is daunting, though, so, here is my challenge to you… Take a 60-Day Sales Discovery Challenge with your team with the following steps.

1. Develop a laundry list of customer information you expect your team to know at each stage in the sales process, then ask them for it. Ask them when you talk to them 1:1 about an opportunity, and ask them on your pipeline calls in front of the whole team.  If they don’t know the answer, ask them how they plan to uncover the information, and then… follow up to make sure they complete the task.  This, by the way, is not  If you have a team that routinely does not ask the right questions or does not actively seek the right information, it is your responsibility as a leader to change this behavior.  One question asked one time with no follow up will not change the behavior.  Your team needs to know what you expect, and they need to understand that they will be consistently accountable for knowing this information.  Furthermore, the more good questions you ask of your team, the more easily you will be able to engage on important opportunities, spot risks, and identify areas where you can help push for a win.

2. Pair your expectations with motivation. Demonstrate how this information can be valuable to the sale.  Link positive outcomes by sales stage to discovery data. Relate stories of how you, or others, have successfully utilized information to advance or win an opportunity.  Often times, sales professionals are not completely clear about why they need to gather certain types of information – once they understand the need for it and how it can help them win, they will be more motivated to uncover it.

3. Be prescriptive about how to uncover the hard information. We find that often times sales professionals want to uncover the right information about an opportunity or an account, but they don’t know the right way to phrase the question, they don’t know who to ask, or they just aren’t comfortable asking the question.  If they have tried to find out the information, seek to understand what steps they took and collaborate with them on a new strategy.  If they don’t know where to get started, provide some guidance about who to ask, and role model the question for them in plain English.  Sometimes they just need to hear how to ask the question, especially if they might be uncomfortable asking it, and your stating it in plain English will provide them with helpful phrases they can mimic.  This can reduce anxiety and help them to get the information that they need.

4. Nurture dialogue and follow-up skills. Natural dialogue is the best way to get customers to share information and collaborate, but a firing round of multiple disjointed questions does not create a natural dialogue – in fact, it feels a lot more like a census survey. Work with your team to plan for how the customer might answer their questions and what they want to understand next.  Share key phrases that a customer might say, and show how these phrases are valuable to the account or opportunity.  Work to instill in them a natural curiosity about the question – the more they want to understand the customer’s response and the more valuable they see how this will be to the sale, the more natural their follow-on questions will be.  Discuss and role model potential follow-up questions.

5. Follow through with coaching. Once your sales professionals have gathered more information, make a consistent point to coach them on how to use this information to strengthen relationships, identify opportunities, or advance and close opportunities.  Be very clear about the linkage between the customer information and the next steps they are taking with the customer.  Ask them how they might apply this discovery process to other opportunities they are working, and start the process again.

Rolling It Out Across 60 Days

To create real change in sales discovery habits amongst your team, I recommend the following sequence/cadence across 60 days (roughly 9 weeks):
  • Spend week 1 outlining what good looks like, where the problems are today, and developing a very tactical plan for your sales people to follow to improve their outcomes.
  • At the beginning of weeks 2 through 9, schedule time with specific individuals to discuss their client interactions for the week and where and how they plan to uncover new information.
  • Get out in the field and observe your team members in action during each week. Provide real-time feedback and role model what you want them to do.
  • At the end of weeks 2 through 9, identify where you haven’t heard discovery outcomes that you identified earlier in the week. Follow up with those individuals to discuss what they learned and how they plan to use that information to create momentum with their customers.

Regardless of what you sell or who you sell it to, sales discovery is one of the most fundamental and most undervalued selling skills.  The good news… it’s also highly coachable.  Start your 60-day challenge today, and create a culture of learning on your team!

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Rachel Cavallo

Written by Rachel Cavallo

If there’s anyone who understands how sales people tick, it’s Rachel Cavallo. Rachel specializes in strategies that drive sales forces to adopt real change… the kind of change that produces results. She has managed many sales force transformations, helping sales leaders realign organizations and define new selling models, as well as designed and delivered sales training, coaching, and change management programs. At Symmetrics Group, Rachel is loved for her creativity and big picture thinking – she has a knack for crystallizing complex concepts into a single picture with high impact messages.

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