Create Discovery Questions

Goal

The goal of this tutorial is to show content editors how to create Discovery Questions

Role(s)

  • Admin
  • Editor
  • Team Lead

How To Create Discovery Questions

  1. Select Library from the Toolbar
  2. Click the Discovery Questions tab
  3. Select the + Discovery Questions icon
  4. Enter a Discovery Question Label then click Add
  5. Create a script
  6. Add Options 
    • Options are potential responses to Discovery Questions
  7. Click Edit next to an Option to:
    • Assign a follow-up question
      • Follow-up questions generate new Discovery Question scripts that guide reps through a conversations based on a prospect’s response
    • Delete an Option

Follow-up Discovery Question Demo

This demo shows how follow-up Discovery Questions drive meaningful conversations and outcomes

Optional:

Assigning Discovery Questions to an existing Playbook

  1. Select Settings from the Toolbar on the right
  2. Click Assign and Select which Playbook and Meeting Plan to link the Discovery Question
  3. Click the Publish icon to save all changes
    • An Update window will generate confirming the Discovery Question has been assigned to a Playbook
    • Click a Playbook tile to easily disconnect the Discovery Question from that workflow

Storing Discovery Question responses in fields within a prospect’s profile

Storing Discovery Question responses in a field within the prospect’s profile is a powerful data collection tool; built to forecast quantifiable outcomes based on known demographics, industry types, and market information.

  1. Select Settings from the Toolbar on the right
  2. Click Setup next to Store Response
  3. Choose the Type and Field you want the Discovery Question response connected to
  4. Click the Publish icon to save all changes

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