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04. a. SDR Onboarding

Course 04: The Discovery Call Made Simple


Description

Welcome to the Real Deal: Discovery Calls Made Simple!

Alright, SDRs, it’s time to roll up your sleeves and put all that knowledge into action! You’ve learned about your role, how you fit into the Epignosis sales dream team, what an LMS is (and why it’s awesome), who uses TalentLMS, and how to rock the ACE and SPICED frameworks. Now, we’re taking it up a notch.


What’s This Course About?

This course is your playbook for mastering discovery calls. Think of it as your survival kit for every lead conversation. Here’s what you’ll learn:

  • Prepping Like a Pro: From pre-call research to duplicate checks, we’ll teach you how to start every call with confidence.
  • Who’s a Good Fit?: Learn TalentLMS’s qualification criteria and what makes someone a match made in LMS heaven.
  • Call Outcomes: Understand all the possible paths a discovery call can take and how to navigate them.
  • Salesforce Moves & Next Steps: Post-call actions that keep the process moving like a well-oiled machine.

But that’s not all! We’re arming you with:

  • A call structure to keep things smooth.
  • Killer discovery questions that dig deep.
  • Polished pitches for every TalentLMS use case.
  • Scripts for next steps that seal the deal.
  • A note-taking template to keep track of everything.
  • Handy email templates to follow up like a pro.

Why This Matters

Discovery calls are where it all begins—the moment you connect with prospects and set the stage for success. This course will make sure you’re ready to knock it out of the park. So buckle up, SDRs—it’s time to become discovery call experts!

Ready? Let’s dive in and make those calls count!

Content
  • Your Discovery Call Essentials
  • Pre-Call Research: Know Before You Go!
  • Qualification Criteria: Is This Lead a Fit?
  • Checkpoint
  • Back to Discovery Calls: Applying What You’ve Learned
  • Checkpoint
  • Discovery Call Outcomes: Using Your Judgment
  • Checkpoint
  • Discovery Call Scripts and Pitches
  • Your First Discovery Calls: Scripts to the Rescue
  • Different Use Cases Using ACE
  • Assignment: Opening a scheduled call from a demo request
  • Assignment: Opening a scheduled call from a Sign Up 
  • Assignment: Opening an unscheduled call (Demo Request)
  • Your SPICED Discovery Questions Cheat Sheet
  • Scripts: Explaining TalentLMS for Different Use Cases
  • Assignment: TalentLMS Pitch (Employee, Onboarding, and Compliance)
  • Assignment: TalentLMS Pitch (Sales and Partner Training)
  • Next Steps Script for Qualified Leads
  • Assignment: Next Steps with Qualified Leads
  • Next Steps Script for Unqualified Leads
  • Assignment: Next Steps with Unqualified Leads
  • Next Steps Script for Self-Serve Leads
  • Assignment: Next Steps for Self-Serve Leads
  • After the Discovery call
  • What Comes After the Discovery Call?
  • Checkpoint
Completion rules
  • All units must be completed