Example output. Northbeam and its customers are fictional.

Discovery call review: Northbeam sales team

Prepared for Laura Kent, Head of Sales EnablementCalls from 22 September to 15 October 202610 calls, 5 sellers6 hours 40 minutes reviewed
54%
Average coverage of MEDDPICC
Identify Pain
Strongest element, 90% of calls
Economic Buyer
Biggest gap, 2 of 10 calls
6 of 10
Calls ending without a dated next step
Back to Sales enablement teams

Summary

The team is good at getting customers talking about their problems. Nine out of ten calls uncover real pain, and most sellers build rapport quickly. The gaps come later in the conversation. Pain is rarely sized in money or time, sellers usually assume the person on the call makes the decision, and most calls end without an agreed path to a decision.

Fixing those three habits would move the team’s coverage from 54% to around 75%, and the same three gaps appear in the deals that stalled last quarter.

Coverage by element

ElementCovered onCoverageStatus
Metrics5 of 10 calls50%Partial
Economic Buyer2 of 10 calls20%Gap
Decision Criteria7 of 10 calls70%Solid
Decision Process4 of 10 calls40%Partial
Paper Process1 of 10 calls10%Gap
Identify Pain9 of 10 calls90%Strong
Champion8 of 10 calls80%Strong
Competition7 of 10 calls70%Solid

Patterns across the team

Pain is found but not sized.

Sellers uncover pain on nine calls, but put a number on it in only five. Without a figure, the customer has no business case to take to whoever signs off.

The economic buyer is assumed.

Only two calls ask who signs off on a decision like this. On six calls the seller treats the person on the call as the decision maker without checking.

Calls end without a path to a decision.

Decision process comes up on four calls and paper process on one. Six calls end with ‘I’ll take it to the team’ and no date for the next step.

Example moments

Call C4, Ben Carter with Ardent Logistics, 18:42

Customer: “Honestly, the reporting takes my team most of Monday.”

Ben: “Got it, that sounds painful. Let me show you the dashboard.”

What was missed: Metrics. The pain was clear, but Ben moved to the demo before finding out what it costs.

A better question: How many people does that involve, and what would they do with that Monday back?

Call C7, Sofia Lind with Greystone Health, 31:10

Customer: “This looks good. I’ll take it to the team and come back to you.”

Sofia: “Great, speak soon.”

What was missed: Economic Buyer and Decision Process. Sofia doesn’t know who decides or how.

A better question: Who else will want a say on this, and how have you made decisions like this before?

Seller by seller

SellerCallsCoverageStrongestCoaching focus
Ellie Ward268%ChampionPaper Process: ask how contracts get signed
Marcus Adeyemi261%Decision CriteriaEconomic Buyer: ask who signs off
Hannah Price252%Identify PainMetrics: size the pain before demoing
Ben Carter247%CompetitionMetrics: size the pain before demoing
Sofia Lind241%Identify PainDecision Process: close with a dated next step

Coaching plan for the next fortnight

  1. Put a number on the pain

    Deals without a figure stall at sign-off.

    Practice: In pairs, take three pains from last week’s calls and turn each into a cost in time or money.

    Question: What does that cost you each month?

  2. Find who signs off

    Two thirds of calls rely on someone who may not make the decision.

    Practice: Role-play the moment a customer says ‘I’ll need to check with my boss’.

    Question: Besides you, who needs to be comfortable with this?

  3. End every call with a dated next step

    Six of ten calls ended with no agreed next step.

    Practice: Each seller writes their closing two minutes before their next three calls.

    Question: What needs to happen between now and a decision, and when shall we next speak?

Calls reviewed

RefDateSellerCustomerLengthCoverage
C122 SepEllie WardBrightwater Foods42 min72%
C224 SepHannah PriceCorvan Engineering38 min50%
C325 SepMarcus AdeyemiLinwood Estates45 min60%
C429 SepBen CarterArdent Logistics36 min44%
C51 OctSofia LindPenhallow Group33 min40%
C63 OctEllie WardKestrel Retail47 min64%
C77 OctSofia LindGreystone Health41 min42%
C89 OctHannah PriceMarlow Print39 min54%
C913 OctMarcus AdeyemiTideway Insurance40 min62%
C1015 OctBen CarterOakridge Care39 min50%

This is an example produced for the Amplify website. Northbeam, its sellers, its customers and all figures are fictional.

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