Instead of a typical first sales call that quizzes a prospect, Stripe implemented collaborative whiteboarding sessions. By jointly mapping the prospect's technical architecture, the sales team gathered deep insights while the customer received a valuable asset (their own architecture diagram), establishing a value-add relationship from the start.
Instead of guarding prototypes, build a library of high-fidelity, interactive demos and give sales and customer success teams free reign to show them to customers. This democratizes the feedback process, accelerates validation, and eliminates the engineering burden of creating one-off sales demos.
Use one-on-one breakout meetings to gather intel you can't get in a group setting. Ask directly about competitors, pricing, and evaluation status. The private, trusted environment makes stakeholders more likely to share candid details, effectively turning them into your internal informant on the deal.
To truly understand a prospect's decision-making process, ask for more than you expect to get, such as requesting to be part of their internal evaluation meeting. Even a "no" often prompts them to reveal more about their process, criteria, and stakeholders than a standard discovery question would.
An advanced inbound AI agent does more than book meetings. By ingesting your website, tracking visitor behavior, and having contextual conversations, it provides the sales team with such deep pre-qualification that the initial discovery call becomes unnecessary, allowing reps to jump directly into problem-solving.
After a group discovery call, don't just set one follow-up. Schedule brief, individual breakout sessions with every stakeholder. This creates multiple parallel threads, uncovers honest feedback people won't share in a group, and builds momentum across the entire buying committee, dramatically increasing deal velocity.
As software commoditizes, the buying experience itself becomes a key differentiator. Map the entire customer journey, from awareness to renewal, and design unique, valuable interactions at each stage. This shifts the focus from transactional selling to creating a memorable, human-centric experience that drives purchasing decisions.
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 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.
To keep non-technical stakeholders engaged, don't show code or API responses. Instead, have team members role-play a customer scenario (e.g., a customer service call) to demonstrate the 'before' and 'after' impact of a new platform service. This makes abstract technical progress tangible and exciting.
Instead of immediately building, engage AI in a Socratic dialogue. Set rules like "ask one question at a time" and "probe assumptions." This structured conversation clarifies the problem and user scenarios, essentially replacing initial team brainstorming sessions and creating a better final prompt for prototyping tools.