💰THE Discovery & Demo System
Tired of discovery calls that go nowhere? Demos that fall flat?
The Discovery & Demo System is your no-BS playbook for running sales calls that actually convert.
✔ Stop winging it—structure every call with a clear plan.
✔ Get prospects talking—uncover pain points that create urgency.
✔ Ditch boring demos—showcase only what matters so they actually buy.
✔ Close strong—stop asking “What do you think?” and start leading the deal.
If you’re an SMB or Mid-Market AE, this 60 page guide + Notion template will help close more deals & if your quota is realistic, smash your quota.
Watch me demo the notion template!👇🏻
📃 What’s Inside (No Fluff, Just Results)
🔍 Discovery Calls That Don’t Suck
✅ The First Five Minutes: Control the call from the start—set the agenda, align, and take charge.
✅ 26 Battle-Tested Discovery Questions: Uncover real pain and urgency without sounding scripted.
✅ Inbound vs. Outbound Frameworks: Adjust your strategy based on how they came into your pipeline.
✅ How to Ask Questions That Get Real Answers: Use “humble disclaimers” and better phrasing to avoid surface-level BS.
🖥️ Demos That Sell (Not Just Inform)
✅ Smooth Transitions from Discovery to Demo - who doesn't love a smooth transition?
✅ Prioritize What Actually Matters: Start with the features that solve their biggest problem first.
✅ Keep Them Engaged: No monologues—use interactive questions to keep them hooked.
✅ Storytelling That Closes Deals: Stop listing features. Instead, use real stories that make it click.
🤝 Closing Without Sounding Like a Rookie
✅ Next-Step Language That Works: Stop asking “What do you think?” and start leading the deal.
✅ Understand the Buying Process: Get ahead of ghosting by uncovering decision-makers, timelines, and blockers early.
📬 Bonus: Sales Email Templates to Keep You Top of Mind
✅ Pre-Meeting Emails: Set the agenda so prospects actually show up prepared.
✅ Post-Meeting Recaps: Keep the deal moving with a clear summary and next steps.
📈 Notion Sales Tracker: The Ultimate Call & Deal Hub
You’re doing the calls. Are you actually tracking what’s working?
✅ Call Outcome Tracker – Log your pre-call research, notes, objections, and results in one place.
✅ Discovery Question Database – Track which questions work and ditch the ones that don’t.
✅ Objection Handling Log – See patterns, tweak responses, and close more deals.
✅ Performance Dashboard – Track conversion rates, next steps booked, and deals closed.
💡 Bonus: I add more resources to this template weekly and you will get all new add-ons for free.
🚀 Why This Works (and Why Other Guides Don’t)
✔ Built from Real-World Sales Success – Written by a 41% close-rate AE who’s hit 120%+ of quota for 3 years straight.
✔ Tested on 600+ Live Calls – Not theory, not fluff—just proven tactics that actually close deals.
✔ No Bullsh*t, No Jargon – This isn’t another 100-page sales book. It’s practical, tactical, and straight to the point.
🎥 BONUS: 10+ Real Sales Calls (See How It’s Done in the Wild)
💡 Want to see how this actually works? Get exclusive access to:
🔹 Full discovery & demo calls with real prospects.
🔹 Exact scripts & frameworks I use daily to achieve a 41 % close rate and a 64% next step conversion rate for discovery calls.
🔹 How top reps structure, engage, and move deals forward.
🚀 The Results You Can Expect
✅ Close 40%+ of SaaS opportunities with confidence.
✅ Stop running aimless discovery calls that lead to nothing.
✅ Master demos that convert, not just educate.
Who’s This For?
💰 SMB & Mid-Market AEs who want to hit quota consistently.
💰 Struggling with weak discovery calls that don’t create urgency.
💰 Delivering demos that don’t land and need a better structure.
💰 Wanting a repeatable system to track, refine, and optimize sales performance.
⚠️ Enterprise AEs, this probably isn’t for you. It’s built for fast-moving, high-volume sales cycles.
I don't brag, but my customers do...
The "not so perfect" reviews...
The system is a compilation of proven strategies for impactful discovery calls, seamless demo execution, and confident closing. It includes a 63 page e-book filled with scripts, templates & frameworks to lead professional discovery & demo conversations that close, a notion template to organize conversations and track performance, and access to 10+ LIVE sales calls. (built for SMB/MM account execs)