The Sales Management Blog

What to do on your Discovery Call to improve your 2nd meeting rate.

Written by Steve Levitt | May 3, 2024 2:00:00 PM

The Pitch The effectiveness of a discovery call is pivotal in determining whether it will lead to further engagement. A successful call isn't just about going through a checklist of questions but about fostering a connection that compels the prospect to continue the conversation. According to research by HubSpot, a well-executed discovery call can increase the likelihood of a follow-up meeting by up to 50%. This demonstrates the importance of mastering specific skills that resonate well with potential clients.

Mindset: The mindset with which you enter a discovery call influences its outcome. Showing up with the intent to help rather than to push can significantly alter the dynamics of the conversation. This approach ensures that the discussion remains client-centered, addressing their needs and building a foundation of trust and mutual respect.

Active Listening: Active listening is crucial on a first call. By speaking only 20% of the time and letting the prospect express their needs and concerns, you facilitate a dialogue that makes them feel heard and understood. This not only helps in gathering valuable insights but also in demonstrating your commitment to addressing their specific requirements.

Good Questions: The quality of your questions can define the depth of your conversation. Avoid surface-level inquiries and instead, challenge both the client and yourself by digging deeper. This strategy helps uncover the real issues and opportunities, paving the way for a more meaningful and productive discussion.

Empathy: Understanding what your prospect seeks to change and why is essential for building a connection on a human level. Empathy allows you to relate to their situation personally and professionally, which is critical in creating a rapport that encourages continued interaction.

Curiosity: Displaying genuine curiosity about the client's world shows that you are interested in more than just a business transaction. It helps in learning more about their industry, challenges, and the dynamics that drive their decisions, which can be instrumental in tailoring your approach to meet their unique needs.

Confidence: Confidence in a discovery call comes from being well-prepared. Having a plan and knowing your material inside and out reassures the prospect of your capability and reliability, making it more likely for them to engage in a second meeting.

So What? Mastering these facets of a discovery call not only increases your chances of securing a follow-up but also enhances the overall quality of your interactions. By focusing on genuinely helping the client and establishing a connection based on empathy and understanding, you set the stage for more effective and enduring business relationships.

Next Steps ✅ Review and adjust your approach to be more helpful than pushy. ✅ Aim to listen more and speak less on initial calls. ✅ Prepare deeper, more insightful questions for your next meeting.

Closed Won! Enhancing your discovery call techniques is essential for not just securing a second meeting but also for building long-term client relationships. How do you ensure your discovery calls are compelling enough to lead to more meetings? What else are you trying that is helping level up your reps and make you the Sales Leader you wanted to work for? Leave a comment or question below, let's help move those deals to "Closed Won!"