WinningPresales Discovery Call Checklist

Master Your Discovery Calls. Win More Deals.

Built for presales professionals who want to take control of the discovery process and drive better sales outcomes.

This practical checklist gives you a proven structure to prepare, lead, and close discovery call with confidence - so you stop winging it and start winning it!

What's Inside

• Pre-Call preparation Checklist
  • What to research and setup before every call
• Structured Opening Framework
  • How to set the right tone
• Key Discovery Questions
  • Business Drivers
  • Pain Points
  • Success criteria
• Qualification Quick-Checks
  • Assess if the deal is real
• Closing the Call Best Practices
  • Locking in next steps professionally
• Bonus Pro Tips
  • How to spot hidden buying signals

Perfect For

• Presales Engineers
• Solutions Consultants
• Solution Engineers
• Sales Engineers
• Presales Consultants
• Technical Deal Winners
• Sales Managers
• Anyone running discovery in complex B2B sales

Format

• Editable Microsoft Word document (.docx)
• Instant Download
• Use for all your future discovery calls

Price

• USD $29

Turn Every Discovery Call into a Deal-Making Moment

Don't leave your success to chance - use the WinningPresales Discovery Call Checklist to take control of your conversation and drive real business impact.

Structured calls close more deals. Start winning today.