FOUR ACTIONABLE TAKEAWAYS
Don’t just set an agenda. Use PPO (purpose, plan, outcome) to set clear expectations for you and your prospect.
Avoid deep-diving into features until you've established “why change?” and “why now?”.
Show up to your discovery with a theory about their pains and your solutions. Don’t just start peppering questions.
Soften the CTA with “would you be open to” instead of heavier asks before the customer is ready to dive deep.
PATH TO PRESIDENT'S CLUB
Growth Partner @ Emergence Capital
Chief Storyteller @ Box
VP of Sales & Productivity @ Box
Sr Director, Corporate Sales Productivity @ Salesforce
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