How To Run A Discovery Call - Strategy Session

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I watched all of your videos about 6 months ago before my interview process with a SaaS company. I would like to genuinely thank you for all of the great advice and content you provided. If it wasn't for you, I don't think I would've been able to land the job! You provided great clarity and direction into what is required of a BDR and this gave me the confidence I needed! Thank you so much!

AceRangerAirsoft
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After watching this video I told my teammate that we needed to start doing discovery calls before scheduling a demo. He said I just read his mind and then asked if I'd been watching Patrick on YouTube 😂 I guess you're the standard for sales training now.

erinlinley
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1. Rapport
2. Agenda
3. Pain
4. Goals
5. Budget
6. Decision Making Process / Authority
7. Timing
8. Close

trytimenk
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It's been nearly impossible to find a very structured video on discovery call, thank you man.

justinbatista
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I have a mock discovery call coming up as my interview process! Thank you so much for this!

snoon
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I’ve been in sales since I was a young boy, starting with newspaper subscriptions at 14, and now do home restoration selling hundreds of thousands if not well over a million annually. Today, researching tech sales jobs, I found that this AE position with some of the big companies paid extremely well. You’ve brought excellent insight into the position in only 2 videos that I’ve watched so far. I’m very excited that I’ve found you so I can continue to study this through you. In answer to your question in this video, I believe listening to your customers needs or pain, as you called it, is the most important. In my experience over the years I’ve learned if you listen after building rapport they will tell you how to close them. Great video! I’m excited to learn this and tackle it next in my life while becoming a new father and husband.

houstoncole
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I really liked how you first tried to uncover the pain point before going on with the script. Most people simply deliver a pitch and don't even care to find out about the problem of the customer

janhafen
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Phenomenal video. Plain English. Great examples. Many thanks bud!

michaeltrenier
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Definitely just used this to smoke a sales role play for an interview. Thanks man, really good breakdown!

jfisher
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This was SO helpful! I had a Mock discovery call for an interview and this helped me so much :)

katherinewright
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your video actually helped me got my current job 9 months ago and since then i've hitted >200% Q attainment on my first Q and >300% on my second Q in the company using the flow u recommended on this video!, thanks a lot man!

you really are the man!

going to be enterprise AE soon
😁

ErlanggaPribadi-cr
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This is so much better guides to get things done the easier way to get the best out of the Corporate world.

realadamuidris
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thank you for being straightforward and making things easy for us to understand! this was very helpful

CtRayLive
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I'm so close to getting a SDR role and your videos really helped me understand how to be better at the job. Thank you Patrick!

noemisolisity
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awesome, learnt a lot from this high quality video

hkvpnschool
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I have just started with sales and I m already loving your content

amazing_sapien
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thanks for sharing this video. I noticed that my discovery calls have been not well-structured, and now I learnt it from this video!

DennyUtama
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Thanks a lot Patrick,

I'm just starting to work on my own (I used to do a 9-5) and this video was really helpful,
I'm doing my first Discovery call today wish me luck 😁🙌🏻

MHaqnegahdar
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This is great advice. The best line is “understand current situation and where they are trying to go”.

edl
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Great content, Patrick! Thank you so much. ❤👏

Diyaisall
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