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Serve Scale Soar® Podcast

227: Mastering Discovery Calls: From Interviewee to Interviewer

Phone call with title of podcast episode below.

Mastering Discovery Calls: From Interviewee to Interviewer

How to Take Control of Your Discovery Calls and Master Your Money

Have you ever found yourself on a discovery call, only to realize that the potential client has completely taken over the conversation, leaving you feeling like the interviewee rather than the interviewer? You’re not alone. As an expert in freelance ad management, I’m sharing my insights on how to command a discovery call and regain control when things don’t go as planned.

Power Dynamics in Discovery Calls

Successful discovery calls begin understanding the importance of power dynamics in the calls from the start. The way the call is set up, either through your scheduler or the client’s, sets the tone for the conversation. When clients go through your scheduler, it’s crucial to set the agenda and clearly define the purpose of the call. However, handling calls scheduled through the client’s system requires a different approach. It’s essential to refrain from giving away strategies and always steer the conversation back to your predefined structure.

Setting the Tone for Success

The key to maintaining control in a discovery call is to set the tone from the beginning. I suggest incorporating a proactive approach by immediately addressing the limited timeframe available for the call. By clearly communicating the expectations and structure of the conversation, you establish yourself as the one leading the dialogue. Emphasizing the purpose of the call and how it will unfold ensures that both parties are aligned from the start.

Troubleshooting and Reasserting Control

When a discovery call begins to veer off course, it’s pivotal to have strategies in place for reasserting control. One way to reestablish control is by interrupting politely and expressing the necessity to refocus the conversation within the allocated time frame. In doing so, both parties feel heard and understood, while the call is steered back towards the intended agenda. By repeating the client’s words and reassuring them of your commitment to understanding their needs, you regain control of the conversation.

Confidence in Sales

It’s important to highlight the correlation between confidence and sales success. Confidence is not solely built through acquiring clients but rather through practice, preparation, and introspection. Knowing how to respond to common questions and objections with confidence is vital in discovery calls. It’s essential to practice responses to potential inquiries, listen to call recordings, and seek advice to hone your skills and exude confidence, which is paramount for successful conversions.

The Art of Selling as a Service

A fundamental perspective shift that’s pivotal is viewing selling as a form of service. When aligned with a heart for service, selling becomes a means of helping more people. This mindset not only enables practitioners to connect with their clients on a deeper level but also drives ethical, purposeful sales. Selling, therefore, becomes a way to serve others and make a positive impact through the products or services being offered.

Conclusion

Mastering discovery calls is a transformative skill set that directly influences one’s financial success. By understanding power dynamics, setting the tone, troubleshooting, and cultivating confidence in sales, individuals can take charge of their discovery calls and, in turn, master their money. Viewing selling as a service further emphasizes the impact of ethical and purposeful sales practices. Ultimately, mastering discovery calls is not only about financial gain but also about serving and impacting more people positively.

By implementing the strategies discussed, freelancers can enhance their sales prowess, nurture meaningful client relationships, and pave the way for sustainable business growth. Whether you’re new to discovery calls or a seasoned professional, leveraging these tips can lead to remarkable transformations in your sales process and financial outcomes.

 

Here’s A Glance Of The Episode: 

05:12 Going through someone else’s scheduler sets the power dynamic.

09:32 Prepare, troubleshoot, and practice for successful calls.

10:35 Be prepared for potential client questions.

14:53 Guide clients to feel supported and engaged.

17:57 Tips for mastering discovery and sales calls.

 

Key Takeaways:

  1. Setting the tone and agenda of the call early on is essential to maintain control and steer the conversation in the right direction.
  2. Practice and prepare answers for common questions such as results achieved and budget concerns to exude confidence during the call.
  3. Interrupting politely and redirecting the conversation back to the agenda can help regain control if the call starts to go off track.
  4. Repeating the potential client’s words and making them feel heard can emotionally connect them to the sales process.
  5. Mastery of discovery calls leads to mastery of money, emphasizing the impact of effective sales techniques on business success.
  6. Confidence in selling is essential, and practicing, seeking advice, and iteratively improving sales approaches are key to building that confidence.
  7. Selling is a service, and effectively selling one’s services and solutions can positively impact both the client and the freelancer’s business.
  8. The Strategist Society offers opportunities to master sales techniques and elevate the effectiveness of discovery calls for freelancers.

and so much more.

Loved This Episode? Check Out More Here. ⬇️

CLICK HERE TO LEARN THE 10-STEP FORMULA TO A SUCCESSFUL 15-MINUTE DISCOVERY CALL

Additional Resources

Are you ready to dive into sales mastery and other topics like these while receiving one-on-one mentorship? DM me “STRATEGIST” on Instagram @brandimowles where we can chat to see if it’s a good fit for you!

** This post may contain affiliate links which means I may receive a small commission at no additional cost to you if you use one of the links to purchase. This helps keep the podcast going and I only share products I have used, tested and love.”

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Meet Brandi

Brandi Mowles is the host of the Serve Scale Soar® podcast which is a podcast dedicated to helping service-based entrepreneurs scale their online business to five-figure months so they can soar into six-figure years. Brandi is a wife, mom and in less than one year, created a six-figure business. Now she is spilling all her secrets so you can too.

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