Sales Prospecting and Discovery

Learn how to determine merchant fit, lead effective discovery, and prepare to handle some of the most common objections.

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About this course

It doesn’t matter what market segment you’re in – discovery and prospecting are crucial to ensuring your conversations with a new merchant drive you in the right direction. In this course you’ll learn how to determine if a merchant is a good fit for discovery and prepare to handle common objections.

By the end of this course you’ll have the tools and knowledge to:

  • Evaluate prospects to determine merchant fit across each sales segment (Mid-Market, Large Accounts, Enterprise) 
  • Lead a discovery conversation with thoughtful questions to identify merchant challenges and priorities 
  • Predict the most common objections by market segment, leveraging Shopify knowledge and resources to respond

How to get started
You can go through this course at your own pace and on any device. For information about minimum technology requirements to access courses and assessments, navigate to our Help page.

Curriculum60

  • Identifying prospects
  • Knowledge check
  • Getting the most from discovery
  • Personalizing your discovery conversations
  • Objection handling
  • Knowledge check
  • Wrapping up and next steps
  • Course feedback

About this course

It doesn’t matter what market segment you’re in – discovery and prospecting are crucial to ensuring your conversations with a new merchant drive you in the right direction. In this course you’ll learn how to determine if a merchant is a good fit for discovery and prepare to handle common objections.

By the end of this course you’ll have the tools and knowledge to:

  • Evaluate prospects to determine merchant fit across each sales segment (Mid-Market, Large Accounts, Enterprise) 
  • Lead a discovery conversation with thoughtful questions to identify merchant challenges and priorities 
  • Predict the most common objections by market segment, leveraging Shopify knowledge and resources to respond

How to get started
You can go through this course at your own pace and on any device. For information about minimum technology requirements to access courses and assessments, navigate to our Help page.

Curriculum60

  • Identifying prospects
  • Knowledge check
  • Getting the most from discovery
  • Personalizing your discovery conversations
  • Objection handling
  • Knowledge check
  • Wrapping up and next steps
  • Course feedback