Professional Documents
Culture Documents
Discovery Calls"
Why Discovery Call?
I can help you think of a hundred or even a thousand reasons why
not to do a discovery call. Like really, you don't have to do a
Discovery Call if you don't want to.
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01 Preparation
Right Mindset
The Doctor Mindset
The Business Partner Mindset
Initial research
Check their website
Socials
Other checklist
Internet connection
Camera
Background
Is your audio working?
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02 Take the helm
How?
Example:
Prospect: "So, what do you do?"
Take charge.
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03 Set the roles
Not setting the roles in the call will significantly hurt your
closing.
First step was initially done by taking the the helm (see
tip #2)
Frame the conversation in a way that you'll be the one
asking the questions, and they're the ones who'll
answer.
where you are the expert and your prospect is the client.
Side Note:
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04 Orient them
Just because they know their role, doesn't mean they'll act
according to it.
Give them an overview of what the call will look like. That's
how you eliminate their uncertainties, hence making them
feel comfortable on the call.
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Want to Learn More About Closing?
I've been preaching this for quite some time now, but I want to
repeat myself and drill this down to you guys:
tinyurl.com/savagecloserslounge
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