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Disco/Demo Coaching Template

Written By Jack Bateman-Chuah (Super Administrator)

Updated at September 11th, 2023

Below you’ll find an example of a Disco/ Demo template. 


Disco/Demo Coaching Framework: 

Module

  Goal

Coaching Area

Coaching Notes

Relationship 

Building

Building meaningful connection

Connect on a personal level


Active listening: Be present and understand whats being communicated


Empathy: Show you care


Deliver the meeting through conversation





Business Conversation



Understanding goals whilst 

building credibility as a  partner

Ability to uncover business goals; What challenges are they needing to solve and why now




Discover how the prospect quantifies success


Understand the customers needs from the solution


Demonstrate how  we have helped customers in similar positions




Demo

Paint the picture  of how your prospect will benefit from our solution

Why us  positioning:

The prospect believes  our USPs are ‘must haves’ for success

(Label key USPs here) 


Match solution with customer goals


Discuss solution with enthusiasm


Demonstrate competitor  knowledge and highlight differences




Close



Building path for buyers decision making process 

Ability to uncover and address customer concerns


Ballpark pricing only if required


Understand timescales for decision and implementation


Understanding of prospects buying process; steps and team involved


Gaining commitment on next steps


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