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Discovery calls

Discovery call coaching: ask the next best question

Questions ready before you join and a nudge to go one level deeper.

Discovery call coaching: ask the next best question

Discovery call coaching helps reps ask better questions, listen more and find the real problem before they pitch. Koachly, an AI sales coach, puts questions in your Call prep, nudges you during the call to go one level deeper, and scores your Questions skill after.

By Zubair Afzal · Founder, Koachly

Last updated

Why do discovery calls go wrong?

  • The rep accepts the first answer ("we want to save time") and starts pitching.
  • The rep talks more than the buyer, so the buyer never gets to the real problem.
  • Nobody asks what happens if nothing changes, so there is no urgency.
  • The call ends without an agreed next step.

How does a discovery call AI assistant help?

Before

A brief with who they are, what happened last time and three questions to ask

Call prep

During

A nudge to ask a follow-up when an answer is vague, and a line to say when they ask about price too early

Live coaching

After

A score on Questions, Empathy and Momentum, plus 3 fixes tied to moments

Call score

How do I go deeper on discovery?

Go one level deeper on every important answer. These are the kinds of lines Koachly suggests when an answer is vague:

Example follow-up lines on a discovery call
The buyer saysExample tip on your screen
"We just want to be more efficient.""What does that cost you today, in time or money?"
"It's a priority this year.""What happens if it slips to next year?"
"I'd have to check with my team.""Who else would weigh in, and what will they care about?"
"What does it cost?" (in minute 3)"I'll cover it. First, can I check what you'd need it to do?"

For a full question bank, see 50 discovery questions that uncover buying intent and the B2B discovery call framework.

What should a good discovery call cover?

  1. Open with an agenda both sides agree to (an upfront contract).
  2. Ask about their situation, then the problem, then what it costs them.
  3. Ask what happens if nothing changes, and by when it matters.
  4. Find out who else decides and how they decide.
  5. Sum up in their words and book the next step before you hang up.

Which plan includes discovery call coaching?

Live coaching is on Pro ($49 per user a month, 10 hours) and Business ($99, 25 hours per user, shared). Free includes one 30-minute live call and Practice with an AI buyer, with no card.

Call prep is on Pro and up. Free includes 5 calls a month with basic scores.

Questions people ask

Does Koachly tell me what to ask during discovery?

Yes. When an answer is vague or the call drifts, a short tip suggests a follow-up question you can say as written. You can also press What should I say? at any time.

How is discovery scored?

The Call score rates five skills from 0 to 100. Questions covers how well you learned what the buyer needs, and Empathy covers how well you listened. You also get 3 fixes tied to moments in the call.

Will tips interrupt my flow?

Tips are one short line, or a 2 to 4 word cue if you pick Short nudges. They appear only when something happens, like a vague answer or early price question.

Still stuck? Write to the Koachly team. A real person reads every message.

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