CLIENT DISCOVERY

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Turn conversations into revenue growth

A standard discovery framework for all your sales team to

find and qualify new sales opportunities.

 

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What This Means for Your Business:

Qualify new prospects with a structured discovery process

Consistent methodology ensures every discovery uncovers real business needs and decision criteria

Identify upsell and cross-sell opportunities in existing clients

Discover expansion opportunities and changing priorities in your current client base

Turn conversations into recommendations, roadmaps, budgets, and revenue

AI transforms discussion points into actionable business proposals and strategic plans

Differentiate your business from competitors

Professional, structured approach that positions you as strategic partner, not vendor

Instantly generate compelling, branded proposals

Create professional proposals that reference actual conversation insights and client needs

Track client relationship intelligence over time

Continuous conversation analysis shows client sentiment trends, relationship health, and evolving priorities across all interactions

What Our Users Say

Sales leaders and account managers love Client Discovery

“Client Discovery structures conversations around business problems and elevates the conversations we have with clients. It’s a major differentiator that helps us win business.”
David Mitchell
CEO, GrassrootsIT
“It’s an easy-to-use tool that every sales team needs. Client Discovery brings structure and high-level project planning that makes larger projects literally sell themselves.”

Adam Kostanski

CEO, Ozdoc
“Our customers tell us these are the most valuable conversations we’re having. Client Discovery enables business-level conversations that aren’t technology-centric.”
Tony Meredith
CEO, Houston Technology

Simple, Transparent Pricing

Start with a free trial, then choose the plan that fits your team

$149

per month

single user license

All discovery frameworks

Client-ready reports

Basic integrations

Email support

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MOST POPULAR

$450

per month

5 user licenses

All discovery frameworks

Advanced reporting

Full API access

Priority support

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$850

per month

25 user licenses

Custom frameworks

White-label reports

Dedicated support

Training included

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Ready to Transform Your Client Discovery?

Join hundreds of service providers who are turning structured conversations into strategic business intelligence

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