Strategy
8 min read

30 Best Discovery Questions For Sales Surge: Your Ultimate Guide

Discover the ultimate guide to 30 best discovery questions for sales. Improve your sales discovery process and drive unprecedented growth.
Written by
Samruddhi
Published on
August 6, 2024

What is a Discovery Call?

What is a Discovery Call?
What is a Discovery Call?

A discovery call is the first conversation between a salesperson and a potential customer. The main goal of this call is to understand the prospect's needs and challenges.

During this call, the salesperson asks questions to learn more about the prospect’s business and how their product or service can help. It's an important part of the sales process.

A study by HubSpot found that 42% of salespeople feel that prospecting is the hardest part of the sales process, highlighting the importance of effective discovery calls.

Why are Discovery Calls important in Sales Process?

Discovery calls play a crucial role in the sales process for several reasons:

1. Understanding the Prospect's Needs

  • Discovery calls help sales reps understand the prospect's pain points and challenges.
  • By asking the right questions, sales professionals can gather valuable information about what the prospect is looking for and why.

According to a report by Sales Insights Lab, 82% of top salespeople believe understanding their prospect’s needs and pain points is crucial to closing deals.

2. Building Rapport

  • These calls are an opportunity to build a relationship with the prospect.
  • Showing genuine interest in their business and challenges can establish trust.
  • Building rapport early on can lead to a successful partnership.

3. Qualifying the Lead

  • Discovery calls help sales reps determine if the prospect is a good fit for their product or service.
  • This is done through qualifying questions that assess the prospect's needs, budget, and timeline.

4. Gathering Key Insights

  • Through active listening and open-ended questions, sales reps can gather insights into the prospect's decision-making process.
  • This helps tailor the sales pitch to meet the prospect's specific needs.

5. Establishing Next Steps

  • At the end of a discovery call, it’s important to establish clear next steps.
  • This might include setting up a follow-up call, sending additional information, or scheduling a demo.

6. Providing a Roadmap

  • Discovery calls provide a roadmap for the sales process.
  • They help sales teams understand where the prospect is in the buying process and what steps need to be taken to move them forward.

7. Saving Time

  • By qualifying leads early in the sales process, discovery calls help sales reps focus their efforts on prospects who are more likely to convert.
  • This efficiency can lead to more deals and higher revenue growth.

Sales Discovery Questions for Successful Discovery Calls

Sales Discovery Questions for Successful Discovery Calls
Sales Discovery Questions for Successful Discovery Calls

1. Can You Walk Me Through Your Current Sales Process?

This question helps you understand how the prospect’s sales process works. It shows the steps they take from first talking to a prospect to closing a deal.

Understanding the sales process gives you insight into how your product or service can fit in. It helps you identify areas where your solution can make their process smoother and more effective.

How to Ask:

  • Start by asking them to describe their sales process in detail.
  • Listen carefully to each step they mention.
  • Take notes on any challenges or pain points they mention.
  • Use this information to show how your product or service can improve their sales process.

2. What Are Your Key Pain Points?

This question helps you identify the major challenges or issues the prospect is facing. Pain points are the problems that your product or service can solve.

Knowing the prospect's pain points allows you to tailor your sales pitch to address their specific needs. It shows that you understand their problems and have a solution that can help.

How to Ask:

  • Ask them to share the biggest challenges they are facing.
  • Pay attention to the issues they highlight as most critical.
  • Relate these pain points to the features and benefits of your product or service.
  • Offer examples or case studies of how your solution has helped others with similar issues.

3. How Does Your Decision-Making Process Work?

This question helps you understand who is involved in making purchasing decisions and how those decisions are made.

Understanding the decision-making process helps you identify the key players and influencers. It also lets you know what criteria they use to make decisions, so you can tailor your presentation to meet those criteria.

How to Ask:

  • Ask them to describe the steps they take to make a purchasing decision.
  • Find out who is involved in the process and what their roles are.
  • Ask about the criteria they use to evaluate new solutions.
  • Use this information to address each decision-maker's concerns and needs.

4. What Are Your Goals for a Successful Outcome?

This question helps you understand what the prospect wants to achieve. It reveals their desired outcomes and what success looks like for them.

Knowing the prospect's goals allows you to tailor your pitch to show how your product or service can help them achieve these goals. It makes your solution more relevant and appealing.

How to Ask:

  • Ask the prospect to describe their main goals.
  • Listen carefully to understand their priorities.
  • Use this information to highlight how your product or service aligns with their goals.

5. What Challenges Are You Currently Facing in Your Sales Discovery Process?

This question identifies the difficulties the prospect is encountering in their sales discovery process. It helps you understand their pain points and obstacles.

Understanding the challenges the prospect faces allows you to offer solutions that address these specific issues. It demonstrates that you understand their problems and have the right product or service to help.

How to Ask:

  • Ask the prospect about the specific challenges they are facing.
  • Pay attention to recurring issues or major pain points.
  • Relate these challenges to the features and benefits of your product or service.

6. Who Else Is Involved in the Buying Process?

This question helps you understand who else is involved in making the purchasing decision. It reveals the key players and their roles in the decision-making process.

Knowing who is involved in the buying process helps you identify the decision-makers and influencers. It allows you to tailor your pitch to address the concerns and needs of all stakeholders.

How to Ask:

  • Ask the prospect to describe the buying process and who is involved.
  • Find out the roles and responsibilities of each person involved.
  • Use this information to prepare a tailored presentation that addresses the needs of each decision-maker.

7. What Criteria Are Most Important in Your Decision?

This question helps you understand what factors are most important to the prospect when they make a decision. It reveals their priorities and what they value most in a product or service.

Knowing the prospect's criteria allows you to tailor your pitch to highlight how your product or service meets these specific needs. It makes your solution more appealing and relevant to their decision-making process.

How to Ask:

  • Start by asking the prospect about the key factors they consider when choosing a new product or service.
  • Listen carefully to understand their top priorities.
  • Use this information to emphasize how your product or service aligns with their criteria.

8. What Solutions Are You Currently Using?

This question helps you learn about the current solutions the prospect is using. It gives you insight into their existing setup and any gaps or limitations they might be experiencing.

Understanding the current solutions allows you to position your product or service as a better alternative. You can highlight the unique features and benefits that make your solution superior.

How to Ask:

  • Ask the prospect to describe the solutions they are currently using.
  • Find out what they like and dislike about these solutions.
  • Use this information to show how your product or service can offer improvements.

9. How Are You Addressing Your Pain Points Now?

This question helps you understand how the prospect is currently dealing with their pain points. It reveals their strategies and any challenges they face in addressing these issues.

Knowing how the prospect is addressing their pain points allows you to identify areas where your product or service can provide additional value. You can show how your solution can make their process easier and more effective.

How to Ask:

  • Ask the prospect to explain how they are currently addressing their pain points.
  • Listen to understand their methods and any difficulties they face.
  • Use this information to demonstrate how your product or service can offer better solutions.

10. Can You Describe a Great Discovery Call Experience You’ve Had?

This question asks the prospect to recall a positive experience from a previous discovery call. It helps you understand what worked well and what they appreciated.

Knowing what made a previous sales discovery call great can guide you to replicate those elements in your call. It helps you meet the prospect's expectations and create a positive experience.

How to Ask:

  • Start by asking them to think about a discovery call that stood out to them.
  • Listen to the specific aspects they found beneficial.
  • Use this feedback to tailor your approach and ensure your discovery call is equally effective.

11. What Are Your Expectations from This Discovery Call?

This question helps you understand what the prospect hopes to achieve from the discovery call. It sets clear expectations and goals for the conversation.

Understanding the prospect's expectations allows you to structure the call to meet those goals. It ensures that both you and the prospect's responses are aligned on the purpose of the call.

How to Ask:

  • Ask the prospect what they hope to gain from the discovery call.
  • Clarify any specific information or insights they are looking for.
  • Use their response to guide the conversation and make sure you cover their key concerns.

12. How Do You Measure Success in Your Sales Discovery?

This question helps you understand the metrics or criteria the prospect uses to measure the success of their sales discovery process. It reveals what is important to them and how they evaluate effectiveness of sales pipeline.

Knowing how the prospect measures success allows you to tailor your approach to meet those criteria. It helps you focus on delivering the outcomes they value most.

How to Ask:

  • Ask the prospect to describe how they measure success in their sales discovery process.
  • Listen for specific metrics or benchmarks they mention.
  • Use this information to demonstrate how your product or service can help them achieve these success metrics.

13. What Are Your Prospect’s Biggest Challenges?

This question helps you learn about the main problems your prospect is facing. These challenges are often the reasons they are looking for a new solution.

Understanding your prospect's biggest challenges allows you to tailor your solution to address their specific needs. It helps you demonstrate how your product or service can solve their problems.

How to Ask:

  • Start by asking the prospect to describe their biggest challenges.
  • Listen carefully to understand the impact of these challenges on their business.
  • Use this information to explain how your solution can help overcome these challenges.

14. How Do You Qualify Leads?

This question helps you understand the criteria your prospect uses to determine if a lead is worth pursuing. It reveals their process for deciding which leads are most likely to convert into customers.

Knowing how your prospect qualifies leads allows you to align your approach with their process. It helps you position your product or service as a perfect fit for their qualified leads.

How to Ask:

  • Ask the prospect to explain their lead qualification process.
  • Find out what specific criteria they use to qualify leads.
  • Use this information to show how your product or service meets these criteria.

15. What Is Your Approximate Budget for This Solution?

This question helps you understand how much the prospect is willing to spend on a solution. It reveals their budget constraints and allows you to tailor your proposal accordingly.

Knowing the prospect's budget helps you propose a solution that fits within their financial constraints. It prevents wasting time on proposals that are too expensive and helps you focus on providing real value within their budget.

How to Ask:

  • Ask the prospect about their approximate budget for the solution you are discussing.
  • Be direct but respectful, understanding that budget discussions can be sensitive.
  • Use this information to tailor your proposal to fit their budget.

16. How Do You Follow Up After a Discovery Call?

This question helps you understand the steps taken after the initial discovery call. It focuses on the actions needed to keep the sales conversation on-going and build a relationship with the prospect.

Following up after great discovery calls is crucial for maintaining momentum and addressing any additional questions or concerns the prospect may have. It shows your commitment and helps keep the prospect engaged.

How to Ask:

  • Ask the prospect about their preferred follow-up method.
  • Confirm the next steps and agree on a timeline for follow-up.
  • Ensure you address any outstanding questions or provide additional information they requested.

17. What Key Benefits Are You Looking for in a Solution?

This question helps identify the specific advantages or features the prospect values most in a solution. It reveals their priorities and what they hope to achieve with a new product or service.

Understanding the key benefits the prospect is looking for allows you to tailor your pitch to highlight how your product or service meets these needs. It makes your solution more relevant and appealing.

How to Ask:

  • Ask the prospect to list the benefits they consider most important.
  • Listen to understand their priorities and goals.
  • Use this information to emphasize the features of your product or service that align with their needs.

18. How Do You Ensure Your Sales Reps Are Asking the Right Questions?

This question helps you understand the strategies the prospect uses to train their sales leaders and guide their sales reps in asking effective discovery questions. It reveals their approach to maintaining a high-quality sales process.

Ensuring sales reps ask the right questions is crucial for gathering useful information and building strong relationships with prospects. It helps in identifying needs accurately and providing tailored solutions.

How to Ask:

  • Ask the prospect about their training and support methods for sales reps.
  • Find out how they ensure consistency and effectiveness in their questioning.
  • Use this information to suggest ways your solution can support their sales process.

19. What Is the Prospect's Buying Journey?

This question helps you understand the steps a prospect takes from realizing they have a problem to deciding on a solution. It includes the stages they go through and the factors that influence their decisions.

Knowing the prospect's buying journey allows you to tailor your approach to meet them where they are. It helps you provide the right information at the right time, making the sales process smoother and more effective.

How to Ask:

  • Start by asking the prospect to describe the steps they take when making a purchase decision.
  • Listen for key stages and influencers in their buying process.
  • Use this information to align your sales strategy with their journey.

20. How Do You Handle Missed Opportunities?

This question helps you learn about the prospect's approach to deals that didn’t close. It reveals their process for analyzing what went wrong and how they try to recover or learn from those situations.

Understanding how the prospect handles missed opportunities can provide valuable insights into their decision-making process and resilience. It also shows you care about their past experiences and are interested in helping them improve.

How to Ask:

  • Ask the prospect how they deal with opportunities that didn’t work out.
  • Listen for their strategies to learn from these situations and prevent them in the future.
  • Use this information to position your solution as a way to avoid similar pitfalls.

21. What Follow Up Questions Do You Typically Ask?

This question helps you understand the prospect’s approach to follow-up after initial contact. It reveals the types of questions they ask to keep the conversation going and gather more information.

Knowing the follow-up questions the prospect typically asks helps you prepare for their concerns and provide detailed answers. It shows you are proactive and ready to address their needs thoroughly.

How to Ask:

  • Ask the prospect about the follow-up questions they usually ask after a discovery call.
  • Listen for recurring themes or specific areas they focus on.
  • Use this information to prepare your responses and anticipate their needs.

22. How Do You Build Rapport with Prospects?

Building rapport with prospects means creating a connection and trust. It involves making them feel comfortable and valued during the discovery call.

Building rapport is crucial because it sets the tone for the rest of the sales process. When prospects feel comfortable, they are more likely to open up about their needs and challenges, which helps you tailor your solution to their specific situation.

How to Ask:

  • Start the conversation with small talk or common interests.
  • Show genuine interest in their business and challenges.
  • Use active listening to show that you value their input.

23. How Do You Dig Deeper into a Prospect’s Needs?

Digging deeper into a prospect’s needs involves asking follow-up questions that uncover more detailed information about their pain points and requirements.

Understanding the deeper needs of your prospect allows you to provide a more tailored solution. It helps you identify the root causes of their challenges and how your product or service can best address them.

How to Ask:

  • Ask open-ended questions that require more than a yes or no answer.
  • Encourage the prospect to elaborate on their answers.
  • Use probing questions to explore specific areas of interest.

24. What Other Solutions Are You Considering?

This question helps you understand the competitive landscape and what other options the prospect is evaluating. It gives you insight into their decision-making process and the criteria they use to compare different solutions.

Knowing what other solutions the prospect is considering allows you to highlight the unique value proposition of your product or service. It helps you address any potential objections and position your solution as the best choice.

How to Ask:

  • Ask the prospect to share the other solutions they are looking at.
  • Inquire about the pros and cons they see in those solutions.
  • Use this information to tailor your pitch and differentiate your offering.

25. How Do You Ensure a Successful Partnership with a Vendor?

Ensuring a successful partnership with a vendor involves a comprehensive understanding of what makes a collaboration effective and beneficial for both parties.

A successful partnership with a vendor can lead to more sales engagement, better service, improved products, and long-term business growth. It helps in building trust and ensuring smooth operations.

How to Ask:

  • Ask about the qualities they look for in a vendor.
  • Inquire about previous successful partnerships.
  • Explore their expectations for communication and support.

26. What Compelling Value Do You Offer to Your Prospects?

Understanding the compelling value your prospect offers helps you tailor your pitch to highlight your product’s unique benefits.

Knowing the unique value you provide helps differentiate your product or service from competitors. It also aligns your offering with the prospect’s specific needs.

How to Ask:

  • Ask about the unique benefits their product or service provides.
  • Inquire about the feedback they receive from their customers.
  • Explore how they position their value proposition in the market.

27. What Steps Are Involved in Your Purchasing Process?

Understanding the steps involved in the prospect’s purchasing process helps you align your sales strategy and current process accordingly.

Knowing the purchasing process helps you anticipate the prospect’s needs, prepare for each stage of purchase process, and address any potential hurdles. It also ensures you provide the right information at the right time.

How to Ask:

  • Ask them to describe their purchasing process step-by-step.
  • Inquire about the key decision-makers involved.
  • Explore any challenges they face during the purchasing process.

28. How Do You Share Relevant Insights with Your Team?

Sharing relevant insights with your team means communicating important information about prospects and the sales discovery process. This includes data on pain points, buying process, and key benefits.

Sharing insights helps the sales team stay informed and aligned. It ensures everyone understands the prospect's needs and can tailor their approach accordingly. This alignment can lead to more successful outcomes and a smoother process for sales rep.

How to Ask:

  • "Can you share any recent insights from your discovery calls?"
  • "What key information should the team know about this prospect's business?"
  • "How can we use this data to improve our sales process?"

29. How Do You Conduct Discovery Calls with New Prospects?

Conducting discovery calls involves asking questions to understand a prospect’s needs, pain points, and goals. It is a crucial part of the whole sales cycle and discovery process.

Effective discovery calls help you gather valuable information about the prospect. This information guides your sales strategy, ensuring you offer the right solution and build rapport.

How to Ask:

  • "What is your process for conducting discovery calls with new prospects?"
  • "Can you describe the steps you take during a discovery call?"
  • "What types of questions do you find most effective during discovery calls?"

30. How Do You Show Genuine Interest in a Prospect's Business?

Showing genuine interest means actively listening, asking thoughtful questions, and demonstrating that you understand and care about the prospect’s challenges and goals.

Genuine interest helps build trust and rapport. When prospects feel understood and valued, they are more likely to engage positively and consider your product or service.

How to Ask:

  • "How do you demonstrate genuine interest in a prospect's business during discovery calls?"
  • "What strategies do you use to show that you understand their pain points?"
  • "Can you share an example of how showing genuine interest helped you build rapport with a prospect?"

What is the Right Time to Ask Discovery Call Questions

What is the Right Time to Ask Discovery Call Questions
What is the Right Time to Ask Discovery Call Questions

1. At the Beginning of the Call

At the start of the discovery call, you set the tone. Asking open-ended questions early helps you understand your prospect’s pain points.

  • Why it’s important: It builds rapport and shows genuine interest. It also gives you a clear picture of their needs.
  • How to ask: Start with a friendly greeting. Make your prospect comfortable. Then, ask your questions clearly and patiently.

Questions like, "Can you tell me about your current sales process?" or "What challenges are you facing right now?" are effective.

2. After Introducing Your Product or Service

Once you have introduced your product or service, it’s time to dive deeper. Ask questions that link their needs to what you offer.

  • Why it’s important: It aligns their challenges with your solutions. It makes your product relevant to their needs.
  • How to ask: Be direct but not pushy. Use their earlier responses to frame your questions.

Example: "How do you see our product fitting into your current solution?"

3. When Discussing Their Goals

Understanding their goals is crucial. During this part of the call, ask questions like, "What are your top goals for this year?" or "How do you measure a successful outcome?"

  • Why it’s important: It helps you tailor your pitch to their objectives. It also shows you are focused on their success.
  • How to ask: Listen actively to their responses. Follow up with probing questions to get more details.

4. Before Presenting a Solution

Before you present your solution, ensure you understand all their needs.

  • Why it’s important: It ensures no crucial details are missed. It also prepares you to present the most suitable solution.
  • How to ask: Be thorough but concise. Confirm that you have covered all their concerns.

Ask questions such as, "Is there anything else we should know about your decision-making process?"

5. During the Wrap-Up

At the end of the call, summarize what you have learned. Ask any final follow-up questions.

  • Why it’s important: It ensures clarity and sets expectations for the next steps. It also leaves the prospect feeling heard and valued.
  • How to ask: Be clear and direct. Make sure the prospect knows you are open to any final questions or concerns.

Example: "Do you have any other further questions to ask us about our product or service?" or "What are the next steps from your end?"

Conclusion

Discovery questions for sales are key to successful discovery calls. They help you understand the prospect's pain points, their decision making process, and their buying process.

By asking the right questions at the right time, you can build rapport, show genuine interest, and offer a product or service that meets their needs. This leads to a successful outcome for both you and your prospect.

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