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
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
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
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
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
- Quickly understand customer needs
- Standardized and replicable
- Quantify business impact
- 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.