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Difference between Strategy and Discovery event
Difference between Strategy and Discovery event

Everything you need to know about event types and how to utilize them

Updated this week

The difference between Strategy event and Discovery event is in the organization of the sales process and the outcome of the call.

  • Strategy Events
    Event call type for Closers, who work on closing deals with qualified leads.
    They include Sale (with addition to add deal details) or No Sale outcomes

  • Discovery Events
    Event call type for Setters, who are responsible for preliminary lead screening, helping Sales team gets the best of the best of prospects, which saves their time (and money with it as well), by allocating resources to warm and hot leads only.
    Outcomes for this event are different than for the Strategy calls, giving you option to select "Approved" (Setter can book a new strategy call on behalf of the lead immediately) or "Rejected".


Selecting the type of Event

Discovery Events are available with Business and Enterprise subscription plans.

  1. Go to AI Scheduler > Events and click on the "Create New Event" button

  2. Select the type of event you want to create and select "Create Event"


Strategy events

These events are used for sales calls in which you want your sales representative to backtrack every call outcome so you could track the performance of your closers and sales performance overall.

Hosts of such events will be able to select call outcome "Sale" or "No Sale" which will affect and give you valuable insights on your closing rate, engagement rate, revenue, etc.

These event types marked with a blue icon.

Strategy events, unlike Discovery events, have additional option → Conditional Routing which gives you ability to route prospects to the specific closer according to the criteria set.


Discovery events

Discovery events are designed specifically for Setters, who are responsible for find out if the prospect is the right fit for a closing call or not. These types of events are usually of shorter durations, but you can define the meeting duration per your preference.

Hosts of these events will be able to add call outcomes as "Approved" or "Rejected".

The final step of adding "Approved" outcome is to schedule a Strategy call, which will streamline the process and ensure the closing call is scheduled while the lead is hot.

Discovery events are marked with a purple icon.

Learn more about Discovery call outcomes here.


Pro tips

Setters have additional feature inside the Global Data → Appointment setting section, specially designed for managing Potential, Qualified and Disqualified contacts (leads who didn't schedule a call) - ​Learn more about Appointment Setting

Additional options for users with Super Admin and Sales Manager roles is to change call type or call owner when a call is in past, before selecting an outcome (learn more about these features here). These features are convenient when for example, overqualified lead ended up on a discovery call with a setter, who made the sale. Instead of scheduling a new call with the closer, super admins/Sales managers will be able to change the cally type, and set "Sale" outcome.

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