All of the approach
First call
Problem-first discovery
First calls are won or lost on whether you attach to a real problem, by persona, then value. Not a tour of the product.
Attach to the real problem. Same deal. Different pain.
Contributor
Goal. Get the work done without the grind.
Need. Tools that cut the manual pile.
Pain. Too many systems. Slow decisions.
VP / manager
Goal. The team hits the number they own.
Need. A process they can inspect.
Pain. Activity that does not convert.
Founder / C-level
Goal. The company actually grows.
Need. Proof a motion will scale.
Pain. They own every deal.
Before
What it costs them now.
After
What good looks like.
Metrics
How they will know.
Proof
Who already did it.
How
Why we do it better.
- Map each person: goal, need, pain. Same deal. Different pain by level.
- Before, after, metrics, proof, then how you do it better.
- Discovery questions the whole way. Not a monologue.
- Multi-thread from the start. Do not bet the deal on one champion.
The checklist style comes from Force Management.