Discovery & Qualification · Practitioner

Pre-call prep that closes deals

How to walk into every discovery already two questions ahead of the prospect.

10 min

Outcomes

  • Build a five-minute pre-call brief from your CRM and the public web
  • Identify the two contrarian questions worth asking
  • Pre-empt one likely objection before it surfaces

Inputs

Latest 10-K or earnings transcript, recent funding events, stakeholder LinkedIn activity, CRM history with this account, public reviews of competing tools.

Outputs

A one-page brief: company context, two pains we hypothesize, two contrarian questions, one likely objection.

Run a pre-call brief for your next live opportunity

  1. Open your next live opportunity.
  2. Produce the one-page brief above in under ten minutes.
  3. After the call, score how many of your hypotheses landed.

Further reading