Customer Discovery Call
Bliinx, provider of innovative sales engagement solutions, understands the importance of effective new customer discovery calls. The company's approach to discovery calls empowers its salespeople to uncover missed opportunities, eliminate time drains, and deliver value for prospective customers.
Each call is an engaging but deep-diving conversation focused on uncovering the reasons behind a prospect's hard-fought but lost deals and time-consuming tasks that slow down their days. The Bliinx team explores the customer's workflow and internal structure, helping them envision a more efficient way of operating. Through the "magic wand" technique, customers share their ideal solutions to overcome challenges, providing valuable insights. Bliinx notes the tools and software used in the workflow, enabling tailored recommendations.
With clear next steps and commitments, Bliinx's sales team ensures that actions translate into tangible results — and closed deals — that deliver value for prospects and convert them into customers.
Customer Discovery Call
🎯 Learning goals
- What makes the person/company lose opportunities? How many/times? How? Why?
- What's making them lose time on a daily basis?
- What does their workflow look like? Internal structure?
💬 More info
Include additional information and background about the customer if relevant
🔮 Magic wand
Ask the customer what he wishes existed to solve the problem mentioned in the call. Why?
💻 Workflow tools
Document any notable tools or software that the customer relies on
⭐ Next steps and commitments
Conclude note with next action items and any commitments made to the customer
Glossary for Emojis in notes
- :) = Excited
- :( = Angry
- ⚡ = Pain point
- 🥅 = Goal with solution
- [x] = Obstacle
- ⤴️ = Workaround
- ✅ = Feature request/needed
- 💲 = Budget
- 👤 = Key contact mentioned
- ⭐ = Next steps/commitment (time, reputation or money)
Bliinx, provider of innovative sales engagement solutions, understands the importance of effective new customer discovery calls. The company's approach to discovery calls empowers its salespeople to uncover missed opportunities, eliminate time drains, and deliver value for prospective customers.
Each call is an engaging but deep-diving conversation focused on uncovering the reasons behind a prospect's hard-fought but lost deals and time-consuming tasks that slow down their days. The Bliinx team explores the customer's workflow and internal structure, helping them envision a more efficient way of operating. Through the "magic wand" technique, customers share their ideal solutions to overcome challenges, providing valuable insights. Bliinx notes the tools and software used in the workflow, enabling tailored recommendations.
With clear next steps and commitments, Bliinx's sales team ensures that actions translate into tangible results — and closed deals — that deliver value for prospects and convert them into customers.
