- Strategic priorities and business objectives
- Goals, challenges, and digital strategies
- Technology stack and organizational structure
- Custom insights and recent developments
Discovery Questions are automatically generated based on the account’s strategic priorities, goals, challenges, and digital strategies, ensuring relevance to their specific business context.
Where You’ll See Discovery Questions
- Engage tab: Featured in meeting preparation and discovery planning
- AI Assistant: Request additional questions for specific scenarios
- Content generation: Incorporated into call scripts and meeting prep
- Quick actions: Access from account intelligence tabs
Discovery Question Categories
Strategic Alignment
Questions exploring how initiatives support strategic priorities and business objectives
Current State Assessment
Questions investigating existing processes, systems, and operational challenges
Future Vision Exploration
Questions about desired outcomes, ideal state, and transformation goals
Decision Process Navigation
Questions about stakeholders, criteria, timelines, and decision-making processes
How Discovery Questions Are Generated
Discovery Questions are created using:- Strategic priorities and business objectives
- Goals, challenges, and digital strategies
- Technology stack and organizational structure
- Custom insights and recent developments
Quick Actions
Review Generated Questions
Examine discovery questions tailored to your accounts
Generate Content
Create call scripts with discovery questions
Ask AI Assistant
Get additional question suggestions and discovery strategies