Discovery plan: asking your distributors key questions

Discovery plan: key techniques for turning prospects into customers

Corentin Malissin
September 22, 2022 - 7 min reading
Updated November 27, 2023

Knowing how to ask the right questions to sell a product is an art that every salesperson must know, especially during the discovery phase when it can be decisive.‍

Experienced salespeople know how to ask the right question at the right time to turn the discussion in their favor.

Beyond identifying the prospect's needs, asking the right questions also reveals the prospect's deepest motivations, the obstacles they face, the appropriate solutions, the challenges ahead...

All the answers you gather are invaluable, because in addition to providing information, they'll save you a lot of time! You'll quickly understand if a prospect isn't qualified for your product, or isn't ready to buy.

The discovery plan is a fundamental element in the sales process. Let's discover the key techniques for turning prospects into customers.

What is a discovery plan?

A discovery plan is a structured method used by sales professionals to gain an in-depth understanding of a prospect or customer's needs, challenges, motivations and objectives.

This approach involves a series of targeted questions and interactions that enable the sales rep to gather crucial information about the prospect.

The importance of the discovery plan in the sales strategy is considerable, as it:

  1. Promotes understanding: it enables the salesperson to grasp not only the prospect's explicit needs, but also their underlying issues and motivations, which is essential for proposing truly tailored solutions;
  2. Creates a Consultative dialogue: it transforms the sales dynamic from a transactional exchange into a consultative conversation. In supermarkets, department and store managers know their markets and customers. But they don't know your products. By understanding their needs, you'll be in a better position to advise them both on your references, but also on potential sales actions;
  3. Builds trust and relationships: By showing genuine interest in the challenges and objectives of the store or brand, the salesperson establishes a relationship of trust, which helps build a lasting business relationship;
  4. Increases chances of success: By better understanding the department manager, the sales assistant can tailor his sales pitch to specifically address the points that matter most to him, thus increasing the chances of closing a sale.

The discovery plan is an essential tool in every salesperson's toolbox, helping to create a more targeted, consultative and effective sales approach.

The benefits of a structured discovery plan

A structured discovery plan offers several key benefits in the sales process, contributing significantly to the efficiency and success of sales interactions:

  • Better understanding of your customers' needs: A well-developed discovery plan pinpoints the customer's precise needs, challenges and objectives. For example, "I'd like to integrate more local products to meet my customers' growing demand." ;
  • Identifying underlying problems: It helps uncover issues that the customer may not have identified themselves, adding value to the business relationship;
  • Improving the producer-distributor relationship: By showing genuine interest in the needs of your distributors or customer stores, the discovery plan builds trust and credibility in your brand and sales force. It establishes a consultative dialogue, transforming the sale into an experience where the customer feels listened to and understood. If you have good relationships with your distributors, this will make it easier for you to negotiate better locations or more facings;
  • Understanding the customer's motivations: The discovery plan helps to understand what really motivates the customer, enabling us to create more effective value propositions in line with their needs. This enables us to offer sales promotions and merchandising that meet their expectations. These elements help strengthen the commercial relationship, increasing the chances of better visibility and prime shelf placement;
  • Sales strategy optimization: The information gathered helps to align the products offered (in and out of the mandatory assortment) with the needs and specificities of the customer store(s);
  • Increased efficiency: By quickly identifying potential customers and eliminating those who are not, the discovery plan optimizes the salesperson's time and resources;
  • Targeted responses: The ability to respond in a more targeted way to customer needs increases the chances of conversion;
  • Anticipating objections: In-depth understanding of the customer enables us to anticipate and prepare responses to potential objections.

How do you create a customer discovery plan?

Methods for creating a customer discovery plan

The key to an effective discovery plan is to formulate your questions clearly and effectively. There are several ways to build your sales pitch.

These methods include thorough preparation, a clear understanding of the objectives of the meeting, and an adaptive approach based on the customer's responses:

  • Preparation involves researching the customer and his or her industry, while defining objectives helps steer the conversation towards relevant information;
  • The adaptive approach allows questions to be adjusted according to the flow of the conversation, for in-depth exploration.

Here are some methods to help you better understand and analyze your prospects/customers:

The FARP method

The FARP method is used to identify and thoroughly understand the needs and expectations of a prospect or customer, and propose appropriate solutions.

FARP is an acronym for :

  • Facts: gather objective, concrete information about the customer (store data, brand, typology, geographic area, clientele, etc.);
  • Advantages: aligning your brand's objectives with the customer's needs. What advantages does he have in selling your product(s) ;
  • Risks: identify the potential risks the customer may have in selling to you;
  • Potential: identify the opportunities your product or brand can offer them.

The MEDIC method

The MEDIC method is particularly effective for complex sales, helping to understand the customer's decision criteria and pain points.

MEDIC is an acronym for :

  • Metrics: understanding the key performance indicators or results that the customer hopes to achieve by selling your product (increasing the volume or value of sales in the department, category, attracting new customers...);
  • Economicbuyer: If you're dealing with an independent, identify the person who has the financial power to make the purchasing decision;
  • Decisioncriteria: identify the criteria that customers will use to evaluate and choose products (innovation, price, delivery times, merchandising, etc.);
  • Identifypain: discover the challenges, problems or 'pain points' facing the customer;
  • Champion: The champion is a person within the customer's organization who actively supports and promotes your brand. Identifying and cultivating a champion can be crucial to positively influencing the decision-making process;
  • Competition: knowing which other brands you're competing with. As shelf space is limited, this helps you to position your products more strategically, highlighting their advantages and those of your brand over others.

The BEBEDC method

The BEBEDC method is a structured approach used in sales processes, particularly for managing complex sales and interactions with multiple decision-makers.

BEBEDC is an acronym for :

  • Assessment: evaluate the customer's current situation;
  • Steps: identify the various steps the customer needs to take to move from his current situation to achieving his objectives (adding innovation or novelty, reworking the PDM of existing products, modifying merch...);
  • Blockages: understand the obstacles or challenges that prevent the customer from achieving his or her goals (internal, external or both reasons);
  • Deadline: know the timing of the purchasing decision to plan actions (annual negotiation, commando action...);
  • Decision-makers: Identify the key decision-makers involved in the purchasing process (at chain level, store level...);
  • Consequences: evaluate the consequences for the customer if they don't solve the problems identified, or if they don't seize the opportunity presented. This helps to underline the urgency of referencing your brand or one of your products.

Other methods include ANUM (Authority, Need, Urgency, Money), CHAMP (Challenges, Authority, Money, Prioritization) and SPIN (Situation, Problem, Implication, Need-payoff).

In addition to asking questions, there are a number of methods that can help you make the case to your prospects:

The choice of method often depends on the sales context, the type of product or service offered, and the specific characteristics of the customer or target market.

Types of questions to include in a discovery plan

Questions play a crucial role in the discovery plan. There are several types of question:

‍Open-ended questions encourage customers to share detailed information about their needs, goals, priorities... For example:

  • "What are the key criteria you look for in a new supplier to enrich your product range?"
  • "Can you tell me about the current consumer trends you're observing and how our brand might respond to them?"
  • "Faced with changes in the market, what are the main challenges your brand faces in categorizing products?"
  • "What specific customer expectations do you find difficult to meet with your current offering?"

Closed-ended questions are useful for obtaining specific, concrete answers (an assertion or a negation, a sales volume, a turnover...).For example:

  • "Does your brand have a specific pricing or margin policy for new products?"
  • "Have you listed products similar to ours that aren't performing well enough in your stores? Would you like to replace them?"

Alternative questions that offer the customer options from which to choose, thus facilitating more precise answers.For example:

  • "When introducing new products, do you prefer one-off promotional campaigns or regular shelf placement?"
  • "Does your brand focus more on expanding existing ranges or introducing entirely new product categories?"
  • "In the context of our collaboration, would you be more inclined to opt for regular orders of moderate volumes or larger, but less frequent orders?"

Steps for creating a personalized discovery plan

To create a personalized discovery plan, follow these steps:

Step 1: Preparation and research on the customer and his sector.

  • Start with an in-depth analysis of the business sector (market trends, sector challenges, opportunities);
  • Gather information about the brand or store, its history, culture, organizational structure and brand image;
  • Identify your main competitors and understand how you position yourself in relation to them.

Step 2: Define meeting objectives.

  • Determine what you want to achieve during the meeting: identifying the customer's needs, presenting your brand or a specific product, etc.
  • Plan how you will communicate the value and benefits of your brand;

Step 3: Draw up a list of questions based on the types of questions mentioned above. Adapt the questions to the customer's context;

Step 4: Adapt your approach to the customer's responses. Practice active listening to catch nuances and undertones;

Step 5: Synthesize the information gathered to personalize the sales proposal.

  • After the meeting, summarize the customer's needs, concerns and objectives as you have understood them;
  • Use this information to adjust your proposal;
  • Determine the next steps.

Tips for asking the right questions

To maximize the effectiveness of your discovery plan,active listening is important. Be fully present in the conversation, listen carefully and respond thoughtfully.

You're no longer a salesperson, but a consultant.

Generally speaking, asking questions gives you a more professional image. But playing the transparency card instills trust, and even respect for your interlocutor, who is treated as an equal.

In this way, you don't position yourself as a salesman looking to make a profit, but as a consultant offering your expertise.

The discovery phase is not an interrogation but a meeting. You seek to understand whether your potential collaboration is as advantageous for the prospect as it is for your brand.

Questiology, the new sales weapon

Questiology is the art of strategically asking questions to uncover the customer's deepest needs and motivations.

This approach transforms traditional sales into a consultative conversation, where the salesperson acts more like a partner than a mere supplier.

By mastering questiology, we can guide our customers through a process of introspective reflection, revealing needs and opportunities that weren't obvious at first glance.

More concretely, when faced with an objection, there are two types of response:

The initial response that kills your prospect's confidence:

"Your product doesn't have the quality our company is looking for" → "Yet, you have nothing to worry about on this point"

The expert answer that asks a question:

"Your product doesn't have the quality our company is looking for" → "It's true that it depends on your use, how are you going to use it?"

Tip: Experienced salespeople ask a question after saying a sentence that is likely to become an objection.

The real strength of questiology lies in gettingprospects to identify their own weaknesses and consider the relevance of your solution. You involve the prospect in the sales process and encourage him to imagine himself continuing with your proposal, which is extremely positive for the sale.

Asking questions helps you to avoid imposing your solution on the prospect. Inevitably, when you try to sell something insistently, the person you're talking to becomes defensive.

For all these reasons, knowing how to ask your prospects questions is the key to making progress, and the best salespeople even get prospects to ask for their solution, rather than the other way around.

Now let's look at the strategic questions to ask during the discovery phase to speed up your deals.

Questions to ask in a discovery plan

Experienced salespeople understand the importance of asking the right question at the right time. Beyond identifying needs, asking the right questions reveals the deeper motivations and obstacles facing the prospect. This information is vital, as it saves time and enables you to quickly assess the prospect's suitability for your product.

These categories of questions help build a complete picture of the prospect's needs and objectives, enabling you to tailor your sales approach more effectively.

Questions that reveal the problem

In the first instance, the important thing is to focus on the prospect's problems. His or her needs are the point that determines the signature at closing.

If your solution doesn't solve one of the main problems, the prospect won't buy your product. On the other hand, if your solution is adapted to the prospect's needs, then you can offer your product as a help and present it as a solution with the right words.

But to do this, a few questions need to be asked:

  • How did you hear about us?
  • What challenges/problems do you face?
  • How do you deal with [the problem]?
  • Are the solutions you've implemented effective?
  • What works and what doesn't?
  • What results would you expect from a new solution?
  • When would you like to achieve these results?
  • Why is this a priority for you? Why now?

With these questions, you can judge whether your solution meets the prospect's needs. These qualifying questions will tell you whether you have a good chance of closing the sale, or whether you're wasting your time.

Questions that lead to your solution

Now that you have all the information, and thanks to your active listening, you have the keys in hand to highlight your solution to the problem.

Asking questions at this point emphasizes the importance and urgency of choosing your solution. The prospect needs to see for himself the consequences of not buying your product sooner!

Today, it's proven that talking about the prospect's problems sells more than talking directly about your product.

The questions will be :

  • What do you like about your current system? And what would you like to change?
  • If you don't find a solution to [the problem mentioned], what will happen to your company?
  • How can this situation affect your teams?
  • How much money would you be willing to spend if you had to solve [the problem]?
  • If you find the right solution, what effect will it have on your figures?
  • What would your success look like with a new solution?
  • What do you particularly like about our product?
  • If we work together today, what will have changed in 6 months' time?

These questions set the stage for the negotiation phase: the prospect realizes the time and money he's wasting without a suitable solution. You've asked them the worst-case scenario that could happen to their business, then how to avoid it, and the final questions allow them to project themselves with you and your product.

Questions that set the stage

You know the ins and outs of your prospect's problems. And, if you've done your homework, he'll realize the urgency of his problem and the benefits of your solution.

Now, don't be afraid to ask the questions that will help YOU with the rest of the sales process.

You can get a lot of information with questions like:

  • Where is the problem in your list of priorities?
  • What are your company's objectives?
  • What's the main obstacle to your goals?
  • Who makes these decisions?
  • Who else is involved in finding this solution?

These questions will give you an idea of the sales process within the company and whether you'll need to convince other people before signing. But normally, when prospecting, you try to talk to the final decision-maker so as not to waste time.

If this isn't the case, we strongly recommend that you end the exchange by planning the next step with your prospect.

In the competitive world of sales, knowing how to ask the right questions is crucial to turning a prospect into a customer. The discovery phase is a decisive moment, when the art of the question - or 'questiology' - can make all the difference.

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