Discovery calls

A bad discovery call wastes everyone's time. A good one uncovers real needs, builds trust, and positions your solution as the obvious choice before you ever pitch.

Discovery calls

Introduction

Chapters

Coming soon.

Discovery calls

tools

No items found.

Books

No items found.

Wiki

Proposal rate

The percentage of qualified opportunities that receive a formal proposal or quote.

Qualification rate

The percentage of discovery calls where the prospect is confirmed as a qualified sales opportunity.

Related topic

Sales pipeline

Your sales pipeline works exactly like a marketing funnel, you just need to know how to optimise it. Build the assets that help your team close: proposals that win, workflows that keep deals moving, and materials that answer objections before they kill opportunities.

Discovery calls

Other playbooks

Demand generation tools

Demand generation tools

Pipeline doesn't fill itself. These tools help you identify who to target, reach them at scale, and create content that earns attention in crowded markets.

Growth team tools

Growth team tools

The wrong tools create friction. The right ones multiply your output without adding complexity. These are the tools I recommend for growth teams that move fast.

Sales pipeline tools

Sales pipeline tools

Deals slip through cracks when your sales stack doesn't work together. These tools keep your pipeline visible, your follow-ups timely, and your process tight.

Customer value tools

Customer value tools

Acquiring customers is expensive. These tools help you keep them longer and grow their accounts so your acquisition costs actually pay off over time.

Marketing funnel tools

Marketing funnel tools

Traffic means nothing if it doesn't convert. These tools help you capture leads, nurture them automatically, and understand what's actually working in your funnel.

Hubspot configuration

Hubspot configuration

HubSpot is powerful when configured properly and a mess when it's not. Set up your instance correctly from the start so your data stays clean and your team trusts the system.

Keep reading