A lot of reps treat discovery like a checklist.
Pain? Check.
Budget? Check.
Timeline? Check.
But if you're not mapping who's actually involved — and
how they decide — you're just taking an order.
I watched a rep run a demo for a Sales Director. Great rapport. Clear pain.
Aligned budget.
So we changed the game early in discovery.
Try this play on your next call:
After surfacing pain, ask:
They’ll give you the cast: VP, IT, Finance, etc.
Then move into timing and influence:
Next step: Loop them in fast.
"Makes sense. I’ve seen decisions move way faster when those folks get brought
in early. Would it make sense to do a quick sync with them next week so we’re
aligned from the start?"
"If you'd like, I can help you build a quick internal summary deck to get
everyone on the same page. Would that be useful?"
You're not asking for access, you're aligning on how they buy.
This small shift does two things:
Tactical recap - Always ask:
Suggest a fast sync with them
Get the map early. Shape the criteria early.
That’s how you control the deal.
July’s fully booked already — but if you want to sharpen how you and your team
runs high-impact discovery and gets multi-threaded from the start, now’s the
time to plan for August.