Value-Based Customer Discovery Process

Table of Contents

Turn every conversation into a replicable customer diagnosis

Buyers only trust a team that listens first. Discovery Workshop transforms the idea of “doctor consultation” into a standardized process, and combines it with AI agent to help the sales team quickly identify customer core issues and quantify the impact.

Agenda

  1. Background Synchronization

    • Aggregate multi-channel signals such as CRM, LinkedIn, website visitors, etc.
    • AI automatically organizes historical interactions and key indicators to generate actionable insights

  2. Pain point extraction

    • Use open-ended questions + quiet recording to restore the customer’s original words
    • AI agents automatically flag high-value issues and potential opportunities

  3. Quantify impact

    • Map pain points to key indicators such as CAC, SLA, churn rate, etc.
    • AI automatically calculates potential returns or risks and forms visual reports

  4. Adaptation Judgment

    • Evaluate whether a multi-touch strategy can address pain points
    • If it cannot be solved, AI will generate analysis instructions and recommend alternatives

Platform support

  • Template synchronization: stored in the collaboration center, automatically linked to transaction records
  • AI Copilot: Generate “value summaries” for use in follow-up emails, outbound calls, or personalized sequences

Output

  • Priority customer list
  • Expected results
  • Action plan

The AI agent ensures that the output of each workshop can be directly implemented into personalized sequence, improving sales conversion and pipeline prediction accuracy.

Core Values

  1. Quickly understand customer needs
  2. Standardized and replicable
  3. Quantify business impact
  4. Intelligent execution

Discovery Workshop + AI Intelligent Agent allows the team to no longer rely on intuitive guessing, but to rely on data and customer voice to drive every sales action**.

AI agents enrich customer information, analyze personas and signals, craft personalized copy, and reply instantly.

Share :

Data-Driven Value Validation Lab

Data validation value The playbook reminder is straightforward: “The goal is meetings, not views.” Validation Systematize this sentence into an executable process and combine it with AI agent to help the sales team quantify the actual benefits of each value narrative.

Read More

Predictable Sales Pipeline Acceleration

Replace ad hoc rhythms with replicable systems This approach unifies all sales-related specifications—cadence, automation, engagement, enablement, operations, forecasting—into an executable blueprint. Dureach provides verified data, unlimited mailbox capacity, intelligent scheduling, AI agents, and RevOps (revenue operations)-level analytics so teams are no longer slowed down by ten tools.

Read More

Outcome-Centric Value Selling System

Turn value selling from concept into executable process Industry experience emphasizes that buyers hate fancy words and only care about real impact. Value Selling System combined with AI Intelligent Agent integrates diagnostic conversations, cross-department collaboration and ROI verification into a replicable and quantifiable sales process, allowing the team to focus on customer outcomes every time they touch.

Read More