Discovery Questions are strategically crafted, account-specific questions designed to uncover pain points, validate assumptions, explore business drivers, and advance sales opportunities based on each prospect’s unique strategic priorities and business context. Discovery Questions are generated from comprehensive account intelligence:
  • 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
The system creates questions tailored to their specific business context and strategic initiatives.

Quick Actions