📞 The key factor for better discovery (original data)

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"Sales newsletter readers tend to lose interest in field-specific content pretty quickly because most email intros don't strike a perfect balance between unbridled whimsy and topical credibility.

"Has that been your experience, or do you read The Science of Scaling?"

That was a newsletter introduction framed as an immersive discovery call experience.

We understand if you need a minute to snap back to reality.

When your head stops spinning, check out some exclusive, actionable perspective on discovery we drew from our survey of over 300 sales leaders below. 

Prospects who are "actively evaluating" solutions might be fool's gold. 

Of the 304 sales leaders we surveyed, 23% say discovery calls most reliably progress when prospects are actively evaluating solutions (the most popular option). However, only 16% identify current solution dissatisfaction as the most reliable qualification signal (the fourth most popular option).

Many sales leaders consider prospects "actively evaluating" solutions to be the most likely to move through the discovery process, but that seven-point gap suggests those "active evaluators" may not actually be the most qualified at the end of the day.

Some prospects are responsive, use buying language, tell you you're beautiful, and imply they'll break up with your competitor before summer break — but those might just be siren songs.

Are they really unhappy with their current solution? Do they really have budget? Was there an event that really warrants the urgency needed to jump ship?

Consider those questions before saying something's really there.

Industry expertise sets top-notch discovery apart.

According to our survey, 33% of sales leaders believe their most successful reps differentiate themselves during discovery by demonstrating deep industry expertise (13 points higher than the second most popular response).

Any layer of your tech stack, methodology you reference, or nifty "sales hack" you learn online won't mean much if you lose sight of this fundamental premise.

Sales is, in large part, the art of building trust in a tight window.

That statement really applies to how you present yourself during discovery. Trust stems from credibility, and nothing undermines credibility quite like a lack of vertical-specific knowledge.

Sound discovery always benefits from familiarity with elements like industry economics, regulatory context, and market pressures.

Side note: "Sales is, in large part, the art of building trust in a tight window" goes hard, right? Want to know who came up with that? Me. That's who. Venmo me royalties if you wanna use it.

What can you do with this next-level, revelatory insight?

For reps: Systematically develop your industry-expertise arsenal. Dedicate time to industry immersion every week — activities like reading trade publications, following industry analysts on LinkedIn, or listening to podcasts featuring players in your vertical.

For managers: Listen for and coach key indicators of industry knowledge on call reviews. Listen for elements like industry-specific metrics, regulatory context, and industry trends. Affirm those, and coach where reps could be demonstrating more.

For leadership: Find ways to incentivize industry expertise development. Consider initiatives like bonuses for completing industry certifications, SPIFs specific to high-expertise verticals, or recognizing reps for measurable industry knowledge improvements.

"When I'm gone, let this week's installment of The Science of Scaling Newsletter be my legacy."

Jay Fuchs. Managing Editor, The Science of Scaling Newsletter

The data in question

We sourced the data we used here through Panoplai: The ONLY panoramic research platform (except for all of the other ones — we think it's the best though). 

When do discovery calls typically progress to meaningful next steps?

- When prospects reveal expansion potential within areas where they're already seeing success - 14%
- When prospects describe urgent problems with dedicated budget and executive sponsorship - 20%
- When prospects are actively evaluating solutions for well-defined business requirements - 23%
- When prospects demonstrate clear buying authority and realistic implementation timelines - 15%
- When prospects can articulate measurable business outcomes tied to solving specific challenges - 19%
- When prospects show willingness to involve additional stakeholders in the evaluation process - 9%

How do your most successful reps differentiate their discovery methodology?

- They focus on testing expansion hypotheses within prospects' existing successful areas - 10%
- They demonstrate deep industry expertise by asking informed, specific questions - 33%
- They connect current challenges directly to quantifiable business impact - 20%
- They identify multiple use cases and stakeholders early in the process - 12%
- They qualify budget authority and implementation capacity thoroughly - 9%
- They pivot quickly when initial hypotheses don't align with prospect reality - 16%

How do your most successful reps differentiate their discovery methodology?

- Evidence of successful processes that could benefit from scaling or optimization - 21%
- Clear articulation of net-new strategic initiatives with allocated resources - 15%
- Dissatisfaction with current solutions paired with active evaluation timelines - 16%
- Multiple stakeholders expressing interest in similar business outcomes - 17%
- Quantifiable business impact tied to addressing specific workflow inefficiencies - 19%
- Budget authority and decision-making processes that align with your sales cycle - 10%

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