Past tips
Find a practical idea for your next sales conversation.
A sales director shares a CRM report during discovery: “Leads keep falling…
An operations director points to December 1 on a rollout plan: “We need to be…
Your customer replies “All good” to a check-in email
A support director shares a screen full of overdue tickets
A champion maps a clean path: demo Tuesday, CFO approval Friday, signature next…
A CFO says the project should shorten month-end close, improve forecast…
An operations VP loves the demo, but 80 regional managers would need to enter…
A buyer says, “Approvals take too long,” then moves to the next agenda item
A CFO wants a 12-month payback while the operations lead wants the fastest…
A buyer says, “We need automated reporting,” and three vendors on the shortlist…
A buyer calls month-end reconciliation “a headache,” but that could mean a…
A buyer spends ten minutes describing slow onboarding, reporting gaps, and…
A buyer joins a demo with three colleagues and a 30-minute calendar hold
Don’t ask if the problem matters
Use the Why-Now Chain to separate real projects from polite curiosity
Bad discovery accepts vague words like “easy,” “scalable,” or “better visibility
Discovery cheat code: don’t stop at the first pain statement
A buyer can have pain and still not have a deal
Most weak discovery sounds like a checklist
Discovery gets sharper when you ask for the last concrete moment the problem…
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