Revenue Execution ·
Discovery & qualification

Assess business impact

Capture the buyer's numbers on cost, risk and delay during discovery, so the case for change holds up later.

Best for

Account Executive

Cadence

During discovery

Ways to get this done with Avoma

Pick the approach that fits how your team works. You can start with one and add another later.

How this works

Shown for:

  1. 1
    Trigger

    After conversations are analyzed and when deal qualification is refreshed

  2. 2
    Context

    Avoma Revenue Intelligence reads meetings, emails, and configured qualification framework

  3. 3
    Reason

    Separate measured impact from impact that's still qualitative

  4. 4
    Act

    List the buyer's metrics, baselines and targets, with gaps to close

  5. 5
    Human judgment

    Rep asks the next question to put a number on the gaps

Review buyer conversations for evidence of business pain, measurable impact, and expected outcomes to understand whether the value of solving the problem has been established.
Native feature
Recommended

Native feature

Review buyer conversations for evidence of business pain, measurable impact, and expected outcomes to understand whether the value of solving the problem has been established.

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Deal Methodology Intelligence
Prompt

Starts when

After conversations are analyzed and when deal qualification is refreshed

Uses

Meetings, emails, and configured qualification framework

Produces

Business impact evidence and missing qualification details

How this works

Shown for:

  1. 1
    Trigger

    You ask Avoma

  2. 2
    Context

    Ask Avoma (Avoma agentic platform) reads discovery transcripts, stated metrics and goals, narrowed by what you ask

  3. 3
    Reason

    Separate measured impact from impact that's still qualitative

  4. 4
    Act

    List the buyer's metrics, baselines and targets, with gaps to close, returned in Ask Avoma

  5. 5
    Human judgment

    Rep asks the next question to put a number on the gaps

Identify business metrics and success targets discussed by buyers, including baselines, expected outcomes, and areas where impact remains unquantified.
Prompt

Prompt

Identify business metrics and success targets discussed by buyers, including baselines, expected outcomes, and areas where impact remains unquantified.

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Ask Avoma
Prompt

From our discovery calls with [Account], list the metrics, baselines and target outcomes the buyer stated for [problem], with quotes. Flag where impact is still qualitative and suggest the next question to quantify it.

Starts when

When you ask

Uses

Ask Avoma, across discovery transcripts, stated metrics and goals

Produces

A list of the buyer's metrics and gaps

What good looks like

Buyers defend the impact they've put a number on.

Get a baseline for every metric

An improvement means little without a starting point.

Quote the buyer's own words

Their numbers carry more weight with their leadership than yours.

Ask the next question when impact is vague

"It's slow" becomes useful when it turns into hours a week.

Customer stories

What teams say

Ask Avoma has completely changed the way I work. I can instantly reference key details from past calls during live conversations, like team size or purchase timeline, ensuring I can recall every detail.

Pedro Pizarro

Enterprise Account Executive at Directus

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