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Connecteam

SDR Academy

MODULE 07 / 08 · 12 MIN

Consultative Discovery & Objection Handling Playbook

Reframed discovery questions and defensive-to-offensive objection responses.

Key intelligence

  1. 1

    Ask about process, not product: “How do hours get from the field into payroll today?”

  2. 2

    Quantify pain in their numbers before mentioning features.

  3. 3

    “We use WhatsApp” → reframe to compliance, record-keeping and noise.

  4. 4

    “Too expensive” → anchor on leakage already being paid every pay period.

Reframed discovery

Question bank by persona

Instead of

How do you currently schedule your field staff?

Ask

“When last-minute schedule changes occur across your job sites, what is your process for confirming every tech saw the update without texting personal phones or violating local labor notification laws?”

Uncovers: Scheduling friction · notification compliance

Instead of

Do you use GPS tracking?

Ask

“How do you verify field clock-ins at job sites today, and what mechanism do you use to capture legally required employee consent for location monitoring in states like NY or CA?”

Uncovers: Time leakage · monitoring consent

Instead of

Do you have trouble covering shifts?

Ask

“Walk me through the last time someone called out at 5am — who found the replacement, how, and how long did it take?”

Uncovers: Coverage gaps · manager time

Defensive → offensive

Objection flashcards

Walk & Listen · Track 1/8

Corporate Intelligence & Foundation