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Doing Discovery: The Single Most Important Element of Software Sales and Buyer Enablement Processes Paperback – August 5, 2022

4.6 4.6 out of 5 stars 92 ratings

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A head of sales commented, “80% of my team believes they do a good job with discovery, but sadly they do not – they don’t know what they don’t know…!”

Where do you stand with
your discovery skills?
  • Level 1: Uncovers statements of pain;
  • Level 2: Uncovers pain and explores more deeply;
  • Level 3: Uncovers pain, explores deeply, broadens the pain and investigates the impact;
  • Level 4: Uncovers pain, explores and broadens, investigates impact and quantifies;
  • Level 5: Uncovers pain, explores and broadens, investigates impact, quantifies and reengineers vision;
  • Level 6: Applies these skills to the broad range of prospects represented across the Technology Adoption Curve, “burn victims”, disruptive and new product categories, transactional sales cycles, and other scenarios;
  • Level 7: Integrates and aligns the skills above into a cohesive discovery methodology.
Most sales, presales, and customer-facing teams are operating at Level 2 or 3, with a few at Level 4 – this leaves a lot of room for improvement!

And, as Cohan notes, “the vendor who is perceived by the prospect as doing a superior job in discovery is in a competitively advantageous position.”

Reading and following the exercises in
Doing Discovery can transform individuals, teams, and organizations from undifferentiated sellers into high-performing practitioners who achieve their sales objectives while truly enabling buyers, resulting in mutually successful outcomes that endure.
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Product details

  • ASIN ‏ : ‎ B0B8RJK4C2
  • Publisher ‏ : ‎ Independently published (August 5, 2022)
  • Language ‏ : ‎ English
  • Paperback ‏ : ‎ 384 pages
  • ISBN-13 ‏ : ‎ 979-8838884442
  • Item Weight ‏ : ‎ 1.17 pounds
  • Dimensions ‏ : ‎ 6 x 0.87 x 9 inches
  • Customer Reviews:
    4.6 4.6 out of 5 stars 92 ratings

About the author

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Peter Cohan
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Peter Cohan is the founder and principal of The Second Derivative and the author of the Great Demo! methodology, focused on helping software organizations improve their sales and marketing results – primarily through improving organizations’ demonstrations.

The bulk of his experience is with complex, enterprise software and strategic systems sold to varied audiences in a range of vertical markets. He has enjoyed roles in technical and product marketing, marketing management, sales and sales management, senior management and the C-Suite - as well as serving on Boards of Directors.

In 2003, he authored Great Demo!, a book that provides methods to create and execute compelling demonstrations. The 2nd edition of Great Demo! was published March 2005.

In July 2004, he enabled and began moderating DemoGurus®, a community web exchange dedicated to helping sales and marketing teams improve their software demonstrations, which was subsequently transitioned to the Great Demo! LinkedIn Group in 2010-2011.

Before Great Demo! and The Second Derivative, Peter founded the Discovery Tools® business unit at Symyx Technologies, Inc., where he grew the business from an empty spreadsheet into a $30 million per year operation. Prior to Symyx, Peter served in marketing, sales, and management positions at MDL Information Systems, a leading provider of scientific information management software. Peter currently serves on the Board of Directors for Collaborative Drug Discovery, Inc., is an advisor to IN2SV, Inc. and a mentor to StartX, the Stanford University start-up accelerator. He holds a degree in chemistry.

Peter has experience as an individual contributor, manager and senior management in marketing, sales, business development, and as a member of the C-suite.

Importantly, he has also been - and continues to be a customer.

Customer reviews

4.6 out of 5 stars
92 global ratings

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Customers say

Customers find the book provides a good framework for effective discovery. It helps break down the process into easy-to-understand steps and provides great insight into discovery. Readers describe it as an easy read that sets a standard for conducting a proper discovery.

AI-generated from the text of customer reviews

13 customers mention "Discovery methodology"13 positive0 negative

Customers find the book's discovery methodology helpful. They say it breaks down discovery into easy-to-understand process steps. The book provides great insight into discovery by first providing an assessment of your current situation. It contains theory blended with practical application, tips, techniques, and multiple "what-ifs". Readers appreciate the many examples of specific discovery conversations, questions, and exercises in the book. Overall, they describe it as a useful go-to manual for years to come.

"...to his own time in the field and drafted an amazing playbook for conducting effective Discovery...." Read more

"...structure, rationale, and a journey of how to begin and end a discovery session...." Read more

"...The read did not disappoint! Peter provides great insight into discovery by first providing an assessment of your current skills and then diving..." Read more

"...The book is structured in such a way that it will remain a useful go-to manual for years to come...." Read more

11 customers mention "Readability"8 positive3 negative

Customers find the book easy to read with clear writing and explicit guidelines. They appreciate the thoroughness of its presentation and find it foundational for conducting a proper discovery.

"...Most had no rhyme or reason, no rationale or structure; this book provided structure, rationale, and a journey of how to begin and end a discovery..." Read more

"...The read did not disappoint!..." Read more

"...What I appreciate it the thoroughness of how its laid out. It will be required reading for my team." Read more

"...There are no chapter numbers, no index, and there is a lot of text...." Read more

A game changer in how I approach my interactions with prospects!
5 out of 5 stars
A game changer in how I approach my interactions with prospects!
As a huge fan of the Peter Cohan's 'Great Demo' book, I couldn't wait to grab 'Doing Discovery'. The read did not disappoint! Peter provides great insight into discovery by first providing an assessment of your current skills and then diving into a discovery methodology. Concepts in the book are backed with valuable storytelling to ensure that the shared information is understood and memorable.As a presales engineer that is constantly looking for ways to improve, I knew discovery was an area that can always be better. Peter's insight around discovery pointed out areas to address and I look forward to the positive results I'm certain these changes will bring.Newbie or veteran, presales, sales, post sales or product could all benefit from the information shared in Doing Discovery. I highly recommend it.
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Top reviews from the United States

  • Reviewed in the United States on September 7, 2022
    Think about the last deal you lost. Was it to a No Decision? How much time had you spent on that deal? How many resources got thrown at it? How much were you counting on that deal for your month/quarter/year?

    If you have been in Sales or Presales for more than one month, you have had this deal. And if you take a good long look at it under the Truth Microscope, you would probably admit to yourself that you should have done a more effective job during Discovery.

    Discovery is the most important investment that you make in your success as a professional yet there have been few books written with the sole focus being on Discovery. Well, Peter Cohan has addressed that with his new book Doing Discovery. Peter has taken his experience working with Presales teams around the globe in addition to his own time in the field and drafted an amazing playbook for conducting effective Discovery.

    While this book was targeted specifically towards Presales Pros in the Software as a Service space, as a recovering sales professional I can tell you that anyone who is putting themselves in front of customers to lead a Discovery session will benefit from this book.

    And this isn't just a book that you read and have to figure out how to apply the concepts. Peter includes exercises throughout to help you take the concepts that you just studied and immediately apply them to your own customer interactions.

    One of my favorite parts is when he dives into the notorious Curse of Knowledge. It includes a tremendous quote from Claude Bernard "It is what we know already that often prevents us from learning."

    So if you've been in Sales/Presales for 30 minutes or 30 years, this book is a must-read if you want to win more of those No Decision deals.
    2 people found this helpful
    Report
  • Reviewed in the United States on August 6, 2023
    I have used discovery questionnaires from previous organizations, but after reading this book, I noticed the previous methodologies needed to be more consistent in comparison. Most had no rhyme or reason, no rationale or structure; this book provided structure, rationale, and a journey of how to begin and end a discovery session. This book is foundational and sets a standard for conducting a proper Discovery.

    And since I am in a profession that does technical demonstration, I had to pick up the author's most recent (2023) version of Great Demo! I think the two go hand-in-hand!
    Customer image
    5.0 out of 5 stars
    The Standard Discovery Tool

    Reviewed in the United States on August 6, 2023
    I have used discovery questionnaires from previous organizations, but after reading this book, I noticed the previous methodologies needed to be more consistent in comparison. Most had no rhyme or reason, no rationale or structure; this book provided structure, rationale, and a journey of how to begin and end a discovery session. This book is foundational and sets a standard for conducting a proper Discovery.

    And since I am in a profession that does technical demonstration, I had to pick up the author's most recent (2023) version of Great Demo! I think the two go hand-in-hand!
    Images in this review
    Customer image
    One person found this helpful
    Report
  • Reviewed in the United States on February 6, 2023
    As a huge fan of the Peter Cohan's 'Great Demo' book, I couldn't wait to grab 'Doing Discovery'. The read did not disappoint! Peter provides great insight into discovery by first providing an assessment of your current skills and then diving into a discovery methodology. Concepts in the book are backed with valuable storytelling to ensure that the shared information is understood and memorable.

    As a presales engineer that is constantly looking for ways to improve, I knew discovery was an area that can always be better. Peter's insight around discovery pointed out areas to address and I look forward to the positive results I'm certain these changes will bring.

    Newbie or veteran, presales, sales, post sales or product could all benefit from the information shared in Doing Discovery. I highly recommend it.
    Customer image
    5.0 out of 5 stars
    A game changer in how I approach my interactions with prospects!

    Reviewed in the United States on February 6, 2023
    As a huge fan of the Peter Cohan's 'Great Demo' book, I couldn't wait to grab 'Doing Discovery'. The read did not disappoint! Peter provides great insight into discovery by first providing an assessment of your current skills and then diving into a discovery methodology. Concepts in the book are backed with valuable storytelling to ensure that the shared information is understood and memorable.

    As a presales engineer that is constantly looking for ways to improve, I knew discovery was an area that can always be better. Peter's insight around discovery pointed out areas to address and I look forward to the positive results I'm certain these changes will bring.

    Newbie or veteran, presales, sales, post sales or product could all benefit from the information shared in Doing Discovery. I highly recommend it.
    Images in this review
    Customer image
    One person found this helpful
    Report
  • Reviewed in the United States on August 30, 2022
    I've been a fan and follower of the author for some time. In some ways I am reticent to say how much I love this book, because I don't want my competition to know what Peter teaches. Its chock full of axioms, stories, tips, and makes for an easy read. The book is structured in such a way that it will remain a useful go-to manual for years to come. For lifelong learners, and those that aspire to be masters of their craft, this book will prove to be an invaluable resource to up your game. Many a successful sales or presales professional will see elements of their own processes in the book. What I appreciate it the thoroughness of how its laid out. It will be required reading for my team.
    One person found this helpful
    Report
  • Reviewed in the United States on February 17, 2023
    Peter's work is an amazing first attempt to tackle the monstrous world of pre-sales discovery. Known for his technical demo preparation and execution book and training, Peter's latest book opens up his appeal to the broader sales team. It is near impossible for the most skilled salespeople to break down years of sales habits into small steps digestible by those with much less experience. For years I've heard sales managers struggle to articulate the difference between ok discovery and great discovery. I watched those same leaders flounder to define concrete steps for new salespeople to follow as they learn.

    This book is for those leaders and trainers. It helps break down discovery into easy-to-understand and process steps.

    After years of working in pre-sales engineering, I found myself nodding along to his points and realized he gave voice to my frustrations with salespeople who thought they were doing discovery well but who were only scratching the surface and leaving the detailed discovery to my team. We all want to believe we are at level 7, but Peter's book helps us see where we fall short and what we can work on to improve.

    Yes, as others have mentioned, a second edition should help focus and improve this work. But this book is rich in value today for those who seek to improve their skills.
    One person found this helpful
    Report

Top reviews from other countries

  • tmatos
    5.0 out of 5 stars The 7 Levels of Discovery - Peeling Back Complexity to Drive Better Sales and Understanding
    Reviewed in Canada on September 5, 2022
    Peter has written another essential book for sales engineers. In todays complexity of selling sales engineers (and sales people) - need to peel back the underlying items and issues of what they need to understand in order to make a buying decision.

    Doing Discovery is as much about doing discovery in a better and collaborative manner as it is a guide about how to ensure that we understand what a customer actually needs to see in our solution demonstrations.

    This book should be required reading by SE managers so that they guide their SE team towards a more thoughtful way of approach discovery so that they arrive at the destination of a customer seeing their problems resolve in your solution. SE should read this book if they want to save time but being able to focus on the right content. As well this becomes a great foundation to distinguish yourself as a world-class presales professional by taking on the discovery of a prospects needs so that you understand what they need and why.
  • kyle macamazon
    5.0 out of 5 stars Up your Discovery game 3x!
    Reviewed in the United Kingdom on November 21, 2023
    Peter's Discovery experience, suggestions, and logical approach are phenomenal. This book will help you up your game within an hour and then KEEP GOING. I have been doing solution consulting for 20 years and never had such a compact guide that I could apply on my very next call. How far do you want to go? There is a section to survive or take control of every Discovery variation, blocker, and situation I have ever encountered. I do not think there is a book like it. I am on my second read. I wish I had his methodology 20 years ago! There might be hope for me yet as this book proves that you can teach an old dog new tricks! Find out about how to use a Discovery question on-ramp, a "give to get" credibility building customer story template, and just how long you should be spending on Discovery.
  • Martin
    5.0 out of 5 stars Very informative and entertaining
    Reviewed in Germany on September 24, 2023
    Can use it perfectly for presales work.
  • Antonio
    5.0 out of 5 stars A must read
    Reviewed in Italy on June 12, 2023
    Provides very practical advice, presented within a consistent methodology. Each step of the methodology is clearly described; and a long section is dedicated to common "special cases"
  • Bas Dusee
    5.0 out of 5 stars If you want to progress is doing proper discovery
    Reviewed in the Netherlands on May 23, 2023
    After reading Peter Cohan's book: Doing Discovery - This was a game changer and eye-opening on the 7 levels of Doing Discovery. This book describes the discovery process with practical examples you can easily fit into your own Discovery process with great outcomes and how to gain a better competitive position.

    It shows you simple ways of a proper discovery conversation with clear elements and objectives to include, as well as red flags to identify when a prospect is not up for change.

    It's an easy to read book, but shows the current level of doing discovery might not be sufficient and this book teaches you how to further improve and progress.

    This is a must-read for everyone in Sales and Pre-Sales!