Opening
'Thanks for taking the time today. I have us for [60] minutes. My goal is to understand your situation, share whether we can help, and align on next steps. Sound good?'
Transition to discovery
'Before I tell you anything about us, I want to understand your world. Can we start with how [process] works on your team today?'
Pain transitions
'What's the hardest part of that?' 'How long has that been a problem?' 'What have you tried before?' 'If nothing changes in 12 months, what happens?'
Closing
'Based on what we discussed, my recommendation is [next step]. Sound right? Let's get [specific calendar action] set up before we end today.'
Frequently asked questions
How should I script a discovery call?
Outline the structure, draft key transition phrases, but don't recite. Rehearse enough to sound natural while staying structured.
CTA
Script discovery into Salesforce field structure. See how CRUSH does it. [Book a Demo]
