Mural for discovery calls Transform Your Discovery Calls with Mural: Visualize, Engage, Succeed
From pre-call preparation to actionable follow-ups, Mural helps sales reps build stronger connections, uncover customer needs, and drive deals forward.
Visualize Success: See the Bigger Picture
Transform complex account data into clear, actionable visuals. Use mind maps, charts, and sticky notes to uncover insights, align teams, and drive strategic decisions with ease.
Collaborate Seamlessly with Customers
Co-create solutions, capture insights, and align on priorities in real-time using Mural’s interactive, visual collaboration platform.
Drive Deals to Closure Faster
Summarize takeaways, confirm next steps, and share actionable plans directly from Mural to keep momentum and close confidently.
Templates Tailored for Discovery Success
From customer journey maps to prioritization matrices, these tools guide structured, engaging conversations that uncover insights and drive meaningful outcomes.
Customer Journey Map
Visualize the customer's current processes, pain points, and opportunities.
SWOT Analysis
Identify customer strengths, weaknesses, opportunities, and threats.
Pain-Gain Map
Map customer pain points alongside potential gains from solving them.
Prioritization Matrix
Rank challenges and goals based on importance and urgency.
Automatic integrations
with the tools you use
Mural connects seamlessly to the tools and apps consultants use most, so you can get right to work streamlining operations for your team and your clients.
Salesforce
Streamline account data management and leverage CRM insights directly in your account planning process. Provides a single source of truth for account data, reducing manual data entry.
Step-by-Step: Use Mural to Master Discovery Calls
Follow our clear, actionable steps to transform your discovery calls into engaging, productive conversations.
Pre-Call Preparation
Select a discovery call template in Mural and customize it with customer details, key questions, and a visual agenda. Prepare research insights and invite internal or external stakeholders for collaboration.
Set the Stage During the Call
Introduce Mural to the customer, share the visual agenda, and explain its purpose. Encourage active participation by allowing the customer to interact with the canvas, fostering a collaborative and engaging discussion.
Capture Insights in Real-Time
Document customer pain points, goals, and insights on the Mural canvas using sticky notes and visual connections. Create maps or diagrams to represent workflows and uncover opportunities, ensuring all key information is captured clearly.
Co-Creating Solutions
Collaborate with the customer to brainstorm solutions using Mural’s tools. Organize and prioritize their needs visually through grids or frameworks to focus on what matters most, building alignment and mutual understanding.
Wrapping Up the Call
Summarize key takeaways on the canvas, including pain points, solutions, and agreed next steps. Assign action items to stakeholders directly in Mural to ensure follow-through and clarity on responsibilities.
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Supercharge Discovery Calls with LUMA Methods
Use human-centered design methods to uncover customer insights, prioritize needs, and co-create solutions that resonate. Transform conversations into collaborative, customer-focused problem-solving sessions.
Clarify Customer Challenges with Rose, Thorn, Bud
Prioritize Customer Needs with Affinity Clustering
Revolutionizing Discovery Calls for Deeper Insights and Success
Discover how sales teams like yours have transformed their discovery calls with visual collaboration, uncovering insights that drive impactful outcomes.
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It’s not often we find tools that can operate in the highly regulated environments in which we work. Mural has allowed our teams to seamlessly collaborate with our clients and engage with them in a whole new way.
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When you layer on Mural as a visual, interactive workspace, it’s a massive equalizer. Every thought, every idea, every voice can contribute to the conversation — and that’s incredibly powerful.
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Mural has enabled us to visualize and contain a plethora of random working bits into one cohesive space and way of doing things. We’ve broken down silos to now be in one suite for the vast majority of our work, which is really powerful.
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Flexible plans, predictable pricing
Four levels of accounts to meet your organization’s needs.
Free
Our most basic account, free to try.
Team+
Collaborate frequently with your team with unlimited murals.
Business
Collaborate across teams with the security of SSO and unlimited guests.
