Why Discovery Matters More Than Ever
- Lolita Trachtengerts
- Mar 31
- 4 min read
In the age of abundant information, it’s easy to assume that buyers are more informed than ever. With access to online resources, peer reviews, and industry benchmarks, buyers often enter sales conversations armed with knowledge about their challenges and potential solutions. However, this assumption can be misleading.
While buyers may have more data at their fingertips, they often lack the deeper insights needed to make fully informed decisions. This disconnect is the myth of the informed buyer — and it highlights why discovery remains a cornerstone of successful sales.
Informed Buyer?
Buyers today face a paradox: they have access to more information than ever, yet critical gaps persist in their understanding. Here’s why:
Data Overload - Buyers are inundated with information from countless sources, but not all of it is relevant or actionable. Sorting through this noise often leaves buyers with surface-level knowledge rather than a comprehensive understanding of their needs or available solutions.
Unrecognized Blind Spots - Buyers don’t know what they don’t know. They may overlook key capabilities or alternative approaches that could better address their challenges simply because they haven’t encountered them before.
Misaligned Expectations - Buyers often enter conversations with preconceived notions about solutions that don’t align with their actual needs or organizational goals. This misalignment can lead to stalled deals and missed opportunities.
These challenges underscore the importance of discovery—not just as a way to gather information but as a collaborative process that helps buyers uncover what’s truly possible.
The Role of Discovery in Modern Sales
Discovery is no longer just about identifying pain points or qualifying leads; it’s about creating alignment and enabling better decision-making. Here’s how discovery has evolved:
From Interrogation to Collaboration - Traditional discovery often felt like an interrogation, with sellers asking rapid-fire questions to gather information. Modern discovery emphasizes trust-building through collaborative conversations that prioritize mutual understanding.
Beyond Pain Points - Effective discovery goes deeper by exploring broader organizational goals, cultural dynamics, and long-term aspirations—not just immediate challenges.
Vision Alignment - Discovery should help buyers envision what’s possible by introducing new ideas and use cases that expand their perspective beyond their initial assumptions.
Dynamic Waypoints - Discovery isn’t a one-time activity; it’s an iterative process with clear milestones to ensure alignment before moving forward.
Best Practices for Effective Discovery
To overcome the challenges posed by the myth of the informed buyer, sales teams need a thoughtful approach to discovery. Here are some best practices:
Ask Open-Ended Questions - Encourage buyers to share more by asking open-ended questions like: “What does success look like for your team in six months?” or “What challenges have you faced in implementing similar solutions?”
Balance Questions with Insights - Avoid making discovery feel one-sided by offering valuable insights or benchmarks in exchange for information. For example: “Many companies in your space have faced similar challenges—here’s how they approached it.”
Focus on Outcomes - Shift the conversation from features to outcomes by helping buyers envision how your solution will drive tangible results for their business.
Leverage Technology Thoughtfully - Use AI tools to enhance discovery by analyzing buyer sentiment, identifying gaps in understanding, and suggesting relevant questions or use cases in real time.
Define Clear Milestones - Establish waypoints in the discovery process to ensure both parties are aligned before moving forward — for example, confirming readiness for a demo or proposal.
Looking Ahead: The Future of Discovery
As technology continues to evolve, so too will the discovery process. AI-powered tools are already helping sellers gather insights more efficiently and identify opportunities in real time. In the future, these tools will become even more dynamic—enabling personalized interactions that adapt to buyer needs on the fly.
However, while technology can enhance discovery, it cannot replace the human element entirely. The ability to ask thoughtful questions, build trust, and adapt to nuanced buyer needs will always be at the heart of effective sales conversations.
Conclusion
The myth of the informed buyer reveals an important truth: even in an age of abundant information, buyers still need guidance to uncover what they don’t know.
Discovery is no longer just about gathering data — it’s about creating alignment, expanding perspectives, and enabling better decisions.
By adopting a collaborative approach to discovery and leveraging modern tools thoughtfully, sales professionals can bridge the gap between data and insights—helping buyers achieve their goals while building stronger relationships along the way.
For more information on discovery and specifically DIKW by Peter Cohan, watch episode 8 of "In the Spotlight" chat series.
Peter Cohan: Founder/Principal of Second Derivative and author of sales methodology classics The Great Demo and Doing Discovery. A recognized authority in sales enablement, Peter has trained thousands of professionals across 3 continents while developing frameworks used by leading tech enterprises worldwide. His third book on advanced discovery techniques is forthcoming.
Citations:
https://www.amazon.com/Great-Demo-Stunning-Software-Demonstrations/dp/059534559X
https://www.docketai.com/blog/best-sales-discovery-questions-b2b
https://www.wudpecker.io/blog/60-right-sales-discovery-questions-to-qualify-more-deals
https://www.masterclass.com/articles/sales-discovery-call-guide
https://www.outreach.io/resources/blog/7-strategies-for-more-effective-sales-discovery-calls
https://www.rainsalestraining.com/blog/how-to-run-a-successful-sales-discovery-call
https://www.koruux.com/blog/key-product-discovery-techniques/
https://www.linkedin.com/business/sales/blog/basics/process-for-an-incredible-sales-discovery-call
https://www.mindtickle.com/blog/15-sales-discovery-questions-to-help-you-fill-your-sales-pipeline/
https://www.usertesting.com/blog/product-discovery-techniques
https://www.reddit.com/r/sales/comments/17a3y6j/what_discovery_questions_do_you_think_every_sales/
https://www.allego.com/blog/great-discovery-questions-for-sales/
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