Template courtesy of our friends at:
By initiating your client conversation with a standardized discovery template, you create the opportunity to have an interactive and collaborative session, where you share your findings about the client and ask for feedback and input. The act of collaborating together on a document creates a bond that increases the likelihood of a longer business relationship.
Use this template to conduct a discovery session with your customer to increase engagement and encourage ongoing collaboration.
• It’s Time to Activate Your Virtual Superpowers (Somersault Innovation)
• Take Your Virtual Superpowers to the Next Level with Digital Sales Templates (Somersault Innovation)
Somersault Innovation was born in 2015 when we fell in love with the power of Design Thinking and wanted to teach others to use the methodology. Once we got going, we realized there was incredible value in offering sales professionals the same tools that designers have been using for years to drive customer centricity.
We started teaching sellers how to use various tools to do better Discovery, generate Insights and Accelerate the deal cycle. The results have been amazing and inspiring.