Run discovery calls that close.
Deals are won in discovery and lost at the close. Otik preps the account, tracks your plan during the call, shows you the question that locks in the decision-maker or the budget, and reviews every call to tell you where the deal got weaker.
- Discovery plan tracked live
- Objections handled on the call
- Score across 8 criteria
Three problems Otik fixes from your very first call.
Quoting a price before the stakes have a number
The prospect asks for pricing, you give it. Without the stakes in numbers, they compare. Otik shows you the question that puts a number on the stakes before you answer.
Never identifying the decision-maker
“I need to run this by my partner” shows up right when it’s time to sign. The discovery plan makes you ask on the first call, and Otik reminds you if it’s still missing.
Ending without a next step
“Let’s stay in touch.” The coach flags every call that ended without a date or a decision-maker, and gives you the line to lock in what comes next.
The whole account in one brief.
Who decides, what the emails say about the stakes, what your CRM knows about the account, and a discovery plan tailored to this prospect. Ready 24 hours ahead, straight from your calendar.
- Calendar, email and CRM in one place: Read-only, and only for this call.
- The full discovery plan: Trigger, stakes, decision-maker, budget, timeline, competition, criteria.
- The likely objection: Inferred from what this prospect has already written.
- Landscaping firm, 12 people, Lyon. Lost a major client in September.
- Replied to the follow-up email in 11 minutes: “we’re looking for a predictable flow of meetings.”
- Already works with a LinkedIn agency, “it works well enough.”
- What “well enough” costs per month
- Who decides, and with whom
- What one more client is worth
- Timeline: before September?
The plan tracked, objections handled the moment they land.
Every discovery point gets checked off as it’s covered. When the prospect says “that’s expensive,” Otik nudges you to dig in before defending the price. One line, then you take back the wheel.
- All 9 points of the plan: Checked off automatically, no note-taking.
- The big objections: Price, timing, competitor, status quo, handled in four steps.
- Your posture: Leave the silence when they’re thinking, slow down when you pitch.
- Trigger
- Quantified stakes
- Decision-maker
- Budget
- Timeline
- Competition
- Criteria
- Next step
- Risk
The exact moment the deal got shaky.
The coach scores the call across 8 criteria, points to the passages worth replaying, and writes the one thing to do differently on your next call with this prospect. Commitments made on the call become actions to follow up on.
- The score, criterion by criterion: Discovery, qualification, objections, closing.
- The commitments: Detected, tracked, checked on the next call.
- One focus per call: Just one, until it sticks.
Questions from AEs and closing
The discovery plan follows your method: you describe it in your playbook, and the plan’s points come from it. The MEDDIC and SPIN guides on this site show how Otik applies them on a live call.
Try Otik on your next call.
14-day Live trial, no credit card. Install the app, connect your calendar, and the brief for your next meeting is ready.