The discovery phase of a sales call isn't a generic interrogation or a prelude to a demo. Its only goal is to understand the customer's PULL: their specific Project, its Urgency, the other Options they've considered, and the Limitations of those options. Only then can you effectively position your product.

Stop trying to convince executives to adopt your priorities. Instead, identify their existing strategic initiatives—often with internal code names—and frame your solution as an accelerator for what they're already sold on doing. This dramatically reduces friction and speeds up deals.

Frame your sales stages around the decisions you need from a prospect (a 'get'), not the tasks you must complete (a 'do'). For example, the goal isn't 'do a demo,' it's 'get agreement that you're the vendor of choice.' This encourages creativity and efficiency, preventing unnecessary activities.

To avoid sounding pushy when asking critical questions about a deal's viability, frame them as necessary steps to ensure the customer's success post-implementation. This shifts the intent from closing a deal to building a successful partnership, encouraging open answers.

When you feel like you're trying to convince or 'push' a prospect during a sales call, treat it as a critical signal. This feeling indicates a flaw in your process—either you're targeting the wrong people or misinterpreting their demand. Use this to diagnose and fix the root cause.

By proactively asking about potential deal-killers like budget or partner approval early in the sales process, you transform them from adversarial objections into collaborative obstacles. This disarms the buyer's defensiveness and makes them easier to solve together, preventing them from being used as excuses later.

To sell effectively, avoid leading with product features. Instead, ask diagnostic questions to uncover the buyer's specific problems and desired outcomes. Then, frame your solution using their own words, confirming that your product meets the exact needs they just articulated. This transforms a pitch into a collaborative solution.

A successful sales call is not about pitching; it's about asking two simple questions: "Why did you take this call?" and "What do you hope to get out of it?" The entire conversation should be structured around the customer's answers, rendering any pre-planned agenda secondary and potentially counterproductive.

In the final deal stages, a sales manager's most effective move isn't to go over their rep's head to the executive. Instead, they should proactively contact procurement to "grease the skids" and ensure a smooth process, positioning themselves as a helpful resource.