AI
AI News Hub
PROIntermediate

AI for Sales: Discovery Calls That Actually Qualify Deals

You just got off a call that felt great. The prospect was engaged, asked questions, even laughed at your jokes. You mark it as "Strong Interest" in your CRM and move on to the next call, feeling good about your pipeline.

Tools used:fireflies.aiclaude.aiFathomClaudeSalesforceHubSpotclaudeCopilot

AI for Sales: Discovery Calls That Actually Qualify Deals

By Jordan Taylor

---

You just got off a call that felt great. The prospect was engaged, asked questions, even laughed at your jokes. You mark it as "Strong Interest" in your CRM and move on to the next call, feeling good about your pipeline.

Three months later, that deal is dead. Turns out the "decision maker" you spoke with couldn't approve a coffee budget, let alone a $50K software contract. The pain you thought you uncovered was really just mild inconvenience. And the timeline? "Next quarter" meant "maybe next year if we get around to it."

Continue reading this guide

Subscribe to unlock the full playbook with step-by-step workflows, prompts, and tool recommendations.