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Customer Story

I helped the bookingkit team qualify opportunities better, in a 2-hour onsite workshop

Industry

Online Booking Software, SaaS

Solution

Onsite Workshop

The challenges

The Bookingkit sales team had issues qualifying opportunities and running structured discovery calls.

  1. They were mostly pitching features, and were not able to have clarity on the health of their deals
  2. They didn’t have a clear framework to run discovery calls and proactively book next steps

How I helped

The sales management team booked me for a 2 hours onsite workshop with the sales team. I introduced them to the structure of a discovery call, and we ran multiple roles plays. Here is what we covered:

1. How to start a discovery call

We started by clarifying their current process and I showed them the structure of a good agenda agreement.

2. How to find problems and quantify them

We explored various tactics to find problems, quantify them, and help prospects take action to solve them.

3. How to close a discovery call

Finally, I showed the team how to book next steps and end every discovery call with a good understanding of the energy of a deal.

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I love helping founders and sales teams starting more conversations and closing deals faster.

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