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Discovery, value mapping, demo, and objection handling

Online lesson · Account Executive, Harborline Payments

Discovery, value mapping, demo, and objection handling

  • About 20 minutes
  • 4 parts
  • 9 activities
  • Example data

By Monday, run discovery on current processors, payout timing, and chargeback pain.

The path

  1. Start
  2. 1Discovery
  3. 2Value mapping
  4. 3Demo
  5. 4Objection handling
  6. Mixed review
  7. Your plan

By the end you will be able to

  • Demonstrate discovery in language a buyer can use.
  • Map value to a buyer outcome in language a buyer can use.
  • Demonstrate only the checkout path that matches discovery in language a buyer can use.
  • Handle objections in language a buyer can use.

Answer each activity before you see the feedback: trying first is what makes it stick. Your progress stays on this device.

Before you start

The momentA cautious buyer is live with you.

You need to run discovery on current processors, payout timing, and chargeback pain. What do you do?

Part 1 of 4 · about 5 min

Discovery

You will be able toDemonstrate discovery in language a buyer can use.

The move

Ask for current process, pain, stakeholders, and success criteria before pitching.

When it matters
Run discovery on current processors, payout timing, and chargeback pain.
What good looks like
At least four open questions before any price or feature talk.

Worked example

Spot the difference: the near-miss people make, next to the move.

A near-miss

Skip discovery and pitch the full catalog

The move

Ask for current process, pain, stakeholders, and success criteria before pitching

Decide

The momentA cautious buyer is live with you.

You need to run discovery on current processors, payout timing, and chargeback pain. What do you do?

Put in order

Put these steps in order.

  1. First step
  2. Next step
  3. Last step

Tap the steps in the order they happen. Tap a placed step to take it back.

In your own words

Kept on this device only.

Part 2 of 4 · about 2 min

Value mapping

You will be able toMap value to a buyer outcome in language a buyer can use.

The move

Connect a product capability to a buyer outcome the prospect already named.

When it matters
Map Harborline's value to the buyer's weekend cash-flow.
What good looks like
Harborline's value to the buyer's weekend cash-flow.

Worked example

Spot the difference: the near-miss people make, next to the move.

A near-miss

Pitch product features before tying them to the named outcome

The move

Connect a product capability to a buyer outcome the prospect already named

Decide

The momentA cautious buyer already named an outcome worth protecting.

You need to map Harborline's value to the buyer's weekend cash-flow. What do you do?

Part 3 of 4 · about 2 min

Demo

You will be able toDemonstrate only the checkout path that matches discovery in language a buyer can use.

The move

Show only the path that proves notes already taken.

When it matters
Demo only the checkout path that matches the notes from discovery.
What good looks like
The checkout path that matches the notes from discovery.

Worked example

Spot the difference: the near-miss people make, next to the move.

A near-miss

Run a full product tour instead of the path that proves the notes

The move

Show only the path that proves notes already taken

Decide

The momentA cautious buyer wants proof on screen, not a tour.

You need to demo only the checkout path that matches the notes from discovery. What do you do?

Part 4 of 4 · about 4 min

Objection handling

You will be able toHandle objections in language a buyer can use.

The move

Label the objection, isolate it, and answer with evidence—not a new pitch.

When it matters
Handle price and "we already have a guy" objections without discounting first.
What good looks like
Price and "we already have a guy" objections without discounting first.

Worked example

Spot the difference: the near-miss people make, next to the move.

A near-miss

Restart the full pitch over the objection

The move

Label the objection, isolate it, and answer with evidence—not a new pitch

Decide

The momentA cautious buyer pushes back mid-thread.

The buyer“We already have a guy.”

You need to handle price and "we already have a guy" objections without discounting first. What do you do?

Put in order

Put these steps in order.

  1. First step
  2. Next step
  3. Last step

Tap the steps in the order they happen. Tap a placed step to take it back.

Mixed review

All of it, mixed together

Every skill in one place. Choosing which move fits which moment is the part that makes it automatic at work.

Match

Match each moment to the move that fits it.

  1. A cautious buyer is live with you.

  2. A cautious buyer already named an outcome worth protecting.

  3. A cautious buyer wants proof on screen, not a tour.

  4. A cautious buyer pushes back mid-thread.

Moves

Tap a moment, then the move that fits it.

Spot it

A coworker wrote down their plan and asked you for a second look. Tap every line that would miss.

Notes

A coworkerShared for a second look

My plan

  • Ask for current process, pain, stakeholders, and success criteria before pitching
  • Pitch product features before tying them to the named outcome
  • Show only the path that proves notes already taken
  • Restart the full pitch over the objection

Tap each part that misses. Tap it again to take it back.

Finish

Lesson complete

You finished “Discovery, value mapping, demo, and objection handling”. Two minutes more turns it into a plan you will use.

0%

Lesson complete.Your first try on each activity. Missed ones are the moves to practise first.

–in the lesson

How each one went

    Your plan

    When, then: pick the moment you will use it first, and the move.

    When…
    I will…

    My plan

    When
    Pick a moment
    I will
    Pick a move

    Take it with you

    What good looks like, and when to come back

    What good looks like

    • DiscoveryAt least four open questions before any price or feature talk.
    • Value mappingHarborline's value to the buyer's weekend cash-flow.
    • DemoThe checkout path that matches the notes from discovery.
    • Objection handlingPrice and "we already have a guy" objections without discounting first.

    After the lesson