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Scott Peterson

Clarifying the Need: Diving Deeper into the Pain & Problem

Updated: Nov 7

October 29, 2024

In an initial sales conversation, a critical questions to ask is: Why are you interested in meeting today? Your prospect likely experienced a trigger event—whether it was a market shift, a lost customer, or an ambitious growth goal—that prompted them to explore help. 


Next, it’s essential to understand the broader business environment. Taking a disciplined BIG-to-small approach lays the foundation for productive conversations and prevents you from being boxed into a narrow solution.


However, if you want to build real momentum (and incorporate additional stakeholders), you must dive deeper into the pain and problem at hand.


Moving Beyond the Surface: Dive Deeper into the Problem

Once the groundwork is laid, it’s time to ensure that you and the prospect are fully aligned on the problem.


Confirm the Core Problem: “To confirm, I heard you say that you're looking to solve [insert problem]. Did I get that right?"

This checkpoint allows you to verify that you’ve captured their needs correctly and encourages the prospect to clarify or expand. With alignment established, you can then begin to peel back the layers of their problem with more targeted, thought-provoking questions.


Reveal the Nuances: “What’s something about this problem that others you’ve shared it with don’t always seem to understand?”

Understanding the problem is crucial, but knowing what’s working well is equally important. This question not only highlights areas of competence and strength but also shows respect for what they’ve accomplished so far. Prospects often feel more comfortable discussing their challenges after they’ve acknowledged their successes.


Identify What’s Working: “What is working well?”

Understanding the problem is essential, but knowing what is working well is equally important. This question not only highlights areas of competence and strength but also shows respect for what they’ve accomplished so far. It’s important to remember that prospects often feel uncomfortable discussing all the negative aspects of their situation before acknowledging their successes.


Pinpoint What’s Not Working: “What is not working well?”

Now it’s time to address the gaps directly. What’s falling short of expectations or causing frustration? This is where you identify the core pain points. As the prospect elaborates on what’s not working, you gain a clearer picture of how your solution may align with their needs, revealing where the potential fit lies.


Quantify the Impact: “How is this problem impacting your business? (How many? How much? How often?)”

To better understand the problem’s gravity, you need to quantify it. Whether the issue is causing lost revenue, wasted time, or missed opportunities, understanding its scale deepens the conversation. This not only clarifies the problem but helps you begin to position your solution as one that can deliver measurable, meaningful impact.


Wrapping Up: Turning Problems into Solutions

By the end of this initial qualification meeting, you should have a clearer understanding of the core problem, its business-wide impact, and the emotional frustrations tied to it. This clarity empowers you to articulate alignment and fit, secure the next steps in your sales process, and bring additional stakeholders into the conversation.

Clarifying the need in a sales conversation is about more than identifying a pain point—it’s about demonstrating empathy, applying a consultative approach, and building understanding and trust. In the end, these deeper conversations are what lead to winning business and driving long-term results.


Go Deeper



Carver Peterson helps growth-minded leaders and organizations achieve predictable and sustainable revenue growth through a refined strategy, defined process and aligned structure.

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Softradix Technology
Softradix Technology
04 de nov.

Wow amazing sales strategy with problem and solutions. I think this

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