Why Your Discovery Call Isn’t Finding Real Problems | Bite-Sized Tactics

Why Your Discovery Call Isn’t Finding Real Problems | Bite-Sized Tactics

Max Licht (Enterprise AE @ MaestroQA) breaks down his shadow-based discovery process. This technique goes beyond typical discovery calls, allowing you to witness firsthand where inefficiencies and bottlenecks are happening. 1. Identify the Painful Process - Research the customer's current workflow and tools (e.g., Excel, Salesforce) to understand the manual, time-consuming steps involved. - This reveals where inefficiencies exist, giving you a clear picture of the pain your solution can alleviate. It also helps you identify the "drag them through the glass" moments where the pain is most acute, which is critical for building urgency. 2. Set Up the Shadowing Session - Frame the shadow as a collaborative step to fully understand their process. Instead of just making claims, say something like, *“Before I make any promises, I want to fully understand your current reporting process to see where we can add the most value.”* - This approach shifts the focus from selling to problem-solving, making you a trusted partner rather than just a vendor. It also sets the stage for a more meaningful business case. 3. Conduct the Shadow - Watch the prospect use their current tools and processes. Take notes, capture screenshots, and pay attention to friction points, inefficiencies, and workarounds they rely on. - Seeing the workflow in action often reveals unspoken pain points and limitations that even the prospect might not articulate in a standard discovery call. This firsthand observation helps you tailor your pitch to the reality of their day-to-day work. 4. Use Shadows to Build a Business Case - Use the insights gathered to frame your solution as a direct response to the pain points you observed. For example, highlight how your tool eliminates specific inefficiencies, reduces manual steps, or streamlines complex reporting. - This concrete evidence makes your pitch more credible and aligns your solution directly with their business goals, increasing the likelihood of internal buy-in. 5. Follow Up Strategically - After the shadow, summarize your findings in a follow-up email or meeting, highlighting specific pain points you observed and how your solution can address them. Use this to drive urgency and move the deal forward. - This reinforces your credibility as a problem-solver and keeps the conversation anchored in real, observed issues, rather than hypothetical value propositions. 6. Use the Shadow as a Catalyst for Future Conversations - Reference specific pain points in later stages of the sales cycle, using them to frame your solution as a clear, tangible fix for their current frustrations. - This approach keeps the focus on solving their problems, reducing friction in the decision-making process and increasing the likelihood of a successful close. RESOURCES DISCUSSED: ⁠Join our weekly newsletter⁠ ⁠Things you can steal⁠ ⁠Save $50 on any 30MPC course with code “PODCAST”

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YouTube: Your Blueprint To Nail EVERY In-Person Meeting

YouTube: Your Blueprint To Nail EVERY In-Person Meeting

Watch in full vibrant color: https://bit.ly/3Sn5KWh 30MPC YouTube is here. It’s like Hollywood, except the hosts are even better looking than Brad Pitt.... 5 minutes, one tactic per video, with schweet visuals (real emails, roleplays) to make it even more actionable than the podcast.

1 Nov 20237min

171 (Sell): How Jeb Blount Smashes In-Person Meetings (Jeb Blount @ Sales Gravy)

171 (Sell): How Jeb Blount Smashes In-Person Meetings (Jeb Blount @ Sales Gravy)

FOUR ACTIONABLE LEADERSHIP TAKEAWAYS When getting in person, try to dress the same "level" as your customer's office attire. When in doubt, dress one notch nicer. Use the right communication tool for the job. Synchronous conversation wins. Use this decision criteria for when to meet your customer in-person: size of deal, proximity to your location, and stage in the sales process (discovery phase is ideal). Before the meeting, ask yourself, “What is the micro-commitment I want from the prospect at the end of this meeting?” PATH TO PRESIDENT’S CLUB CEO @ Sales Gravy Author of People Follow You: The Real Secret to What Matters in Leadership Author of People Buy You: The Real Secret to What Matters Most in Business Vice President of Sales @ KGB RESOURCES DISCUSSED Join our weekly newsletter Things you can steal

31 Okt 202331min

170 (Lead): Close Your First $1M ARR With Your Laptop CLOSED (Joe Caprio, Partner @ Glasswing Ventures)

170 (Lead): Close Your First $1M ARR With Your Laptop CLOSED (Joe Caprio, Partner @ Glasswing Ventures)

FOUR ACTIONABLE LEADERSHIP TAKEAWAYS The best product doesn’t always win — the team that has the most conversations with customers, investors, and partners does. Every week — test an industry, persona, and problem in your early-stage outbound. Over 12 weeks, you need to rip through 12 market segments to find your ICP. Play laptop closed! See how long you can go without opening your demo to sell a deal. Don’t worry about the two, three, or four-year deals. Win customers in year one, and if your product is right, you’ll keep them in year two and beyond. PATH TO PRESIDENT’S CLUB Partner @ Glasswing Ventures Growth Advisor @ CloudTruth Growth Advisor @ Talla Co-Founder @ Reprise RESOURCES DISCUSSED Join our weekly newsletter Things you can steal

26 Okt 202338min

YouTube: The Secret To Nailing The Day Of The Event

YouTube: The Secret To Nailing The Day Of The Event

Watch in full vibrant color: https://bit.ly/3tREmWc 30MPC YouTube is here. It’s like Hollywood, except the hosts are even better looking than Brad Pitt.... 5 minutes, one tactic per video, with schweet visuals (real emails, roleplays) to make it even more actionable than the podcast.

25 Okt 20237min

169 (Sell): Your Path to President's Club Starts With "No" (Taylor Corr, Head of SMB & Mid Market Sales @ Quantcast)

169 (Sell): Your Path to President's Club Starts With "No" (Taylor Corr, Head of SMB & Mid Market Sales @ Quantcast)

FOUR ACTIONABLE TAKEAWAYS Use the last 20 minutes of your workday to plan for the day ahead. Map out your calls, emails, and time blocks. Default to saying no. Don't let random requests distract you from generating revenue. Match your activity to your energy level. If you're high energy in the afternoons, use that time to cold call! Avoid interruptions by blocking your time in one-hour increments. The non-urgent requests can wait until the top of the hour. PATH TO PRESIDENT’S CLUB Head of SMB & Mid Market Sales @ Quantcast Senior Corporate Sales Manager @ Quantcast Corporate Sales Manager @ Quantcast Recruiting Manager @ Robert Half Finance & Accounting Fixed Income Account Manager @ Bloomberg RESOURCES DISCUSSED Join our weekly newsletter Things you can steal

24 Okt 202335min

168 (Lead): How to Cover 100 Deals Without Being On Every Single Call (Holly Procter, CRO @ Incredible Health)

168 (Lead): How to Cover 100 Deals Without Being On Every Single Call (Holly Procter, CRO @ Incredible Health)

THREE ACTIONABLE LEADERSHIP TAKEAWAYS Streamline pipeline reviews with Sequence of Events (SOE). "Prospecting in a Box" campaigns focus on quality over quantity, leveraging successful tactics within the team to re-engage with closed or lost opportunities. Use clear communication and realistic goal-setting to avoid surprises and potential morale issues with your team. PATH TO PRESIDENT’S CLUB Chief Revenue Officer @ Incredible Health GTM Advisor @ August Health SVP - Global Head of Sales @ Clari VP of Sales @ Clari RESOURCES DISCUSSED Join our weekly newsletter Things you can steal

19 Okt 202338min

YouTube: I Never Go To A Conference Without Doing THIS First

YouTube: I Never Go To A Conference Without Doing THIS First

Watch in full vibrant color: https://bit.ly/3rUL8tM 30MPC YouTube is here. It’s like Hollywood, except the hosts are even better looking than Brad Pitt.... 5 minutes, one tactic per video, with schweet visuals (real emails, roleplays) to make it even more actionable than the podcast.

18 Okt 20238min

167 (Sell): Using Deal Friction to Drive Opportunities Over the Line (Alex Kremer, Founder @ Alluviance)

167 (Sell): Using Deal Friction to Drive Opportunities Over the Line (Alex Kremer, Founder @ Alluviance)

FOUR ACTIONABLE TAKEAWAYS Leverage the power of 7-38-55: 7 percent of meaning is communicated through words, 38 percent through tone, and 55 percent through body language. Encourage friction in your sales cycle; it means that your customer is engaged. When showing a demo, tell your customers what you're gonna show, show 'em, then tell them what you showed. The "Barack Obama Objection Response" - When you get hit with an objection, acknowledge factors impacting their perspective and ask if they would be open to hearing a different perspective. PATH TO PRESIDENT’S CLUB Founder @ Alluviance Director of Sales @ Catalyst Software Director of Sales, Commercial @ Outreach Senior Director, Corporate @ Outreach Territory Account Executive @ Microsoft RESOURCES DISCUSSED Join our weekly newsletter Things you can steal

17 Okt 202331min

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