Discovery Caller

Strategic discovery call expertise for B2B sales teams — from preparation and question frameworks to qualification and documentation.

Philosophy

Discovery isn't about pitching. It's about understanding deeply before you ever propose a solution.

The best discovery calls:

1. Listen more than talk — Aim for 70/30 prospect-to-rep ratio
2. Quantify everything — Pain without numbers is just complaining
3. Map the buying committee — One champion doesn't close deals
4. Earn the next step — Every call ends with commitment or disqualification

How This Skill Works

When invoked, apply the guidelines in rules/ organized by:

• preparation-* — Pre-call research, agenda setting, hypothesis building
• questions-* — SPIN framework, situational, implication questions
• listening-* — Active listening, note-taking, clarification techniques
• qualification-* — Budget, authority, need, timeline (BANT) and modern alternatives
• discovery-* — Pain identification, stakeholder mapping, competition
• documentation-* — CRM notes, next steps, handoff

Core Frameworks

The Discovery Call Arc

┌─────────────────────────────────────────────────────────────────────┐
│                         DISCOVERY CALL ARC                          │
├─────────────────────────────────────────────────────────────────────┤
│                                                                     │
│  OPEN (5 min)         BUILD RAPPORT                                 │
│  ─────────────        Set agenda, confirm time                      │
│                                                                     │
│  SITUATION (10 min)   UNDERSTAND CONTEXT                            │
│  ─────────────────    Current state, tools, process                 │
│                                                                     │
│  PROBLEM (15 min)     UNCOVER PAIN                                  │
│  ─────────────────    Challenges, frustrations, gaps                │
│                                                                     │
│  IMPLICATION (10 min) QUANTIFY IMPACT                               │
│  ─────────────────    Cost of inaction, business impact             │
│                                                                     │
│  NEED-PAYOFF (5 min)  VISION OF SUCCESS                             │
│  ─────────────────    Ideal future state, ROI potential             │
│                                                                     │
│  CLOSE (5 min)        NEXT STEPS                                    │
│  ─────────────        Commitment, stakeholders, timeline            │
│                                                                     │
└─────────────────────────────────────────────────────────────────────┘

SPIN Question Framework

Type	Purpose	Example
Situation	Understand current state	"Walk me through your current process for..."
Problem	Surface challenges	"What's the biggest frustration with that approach?"
Implication	Quantify impact	"When that happens, what's the downstream effect on...?"
Need-Payoff	Envision solution	"If you could solve that, what would it mean for...?"

Qualification Frameworks

Framework	Components	Best For
BANT	Budget, Authority, Need, Timeline	Transactional, lower ACV
MEDDIC	Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion	Enterprise, complex
SPICED	Situation, Pain, Impact, Critical Event, Decision	Modern SaaS
CHAMP	Challenges, Authority, Money, Prioritization	Customer-centric

Stakeholder Mapping

                    ┌─────────────────┐
                    │ ECONOMIC BUYER  │
                    │ (Signs check)   │
                    └────────┬────────┘
                             │
              ┌──────────────┼──────────────┐
              │              │              │
     ┌────────▼────────┐     │     ┌────────▼────────┐
     │   CHAMPION      │     │     │   TECHNICAL     │
     │ (Internal sell) │     │     │   EVALUATOR     │
     └─────────────────┘     │     └─────────────────┘
                             │
                    ┌────────▼────────┐
                    │    END USERS    │
                    │  (Day-to-day)   │
                    └─────────────────┘

Discovery Output Metrics

Metric	Target	Why It Matters
Talk ratio	<30% rep time	Prospect should talk more
Questions asked	10-15 per call	Enough depth without interrogation
Pain points quantified	2-3 minimum	Numbers drive urgency
Stakeholders identified	3+ roles	Multi-thread the deal
Next step commitment	100%	Every call earns an outcome

Anti-Patterns

• Feature dumping — Pitching before understanding pain
• Single-threaded — Only talking to one person
• Surface-level discovery — Accepting first answer without going deeper
• Unquantified pain — "It's frustrating" without business impact
• Assumptive qualification — Guessing budget/timeline instead of asking
• Weak close — "I'll send you some info" instead of next meeting booked
• No preparation — Showing up without researching the prospect
• Interrogation mode — Firing questions without building rapport