AI role play: discovery call with a CFO
First meeting with Elena, who has agreed to the call on her Sales Director’s recommendation. Her diary is full, she distrusts suppliers who arrive with a presentation and wants to know quickly whether it’s worth carrying on.
Voice simulation
In this scenario
The situation
First meeting with Elena, who has agreed to the call on her Sales Director’s recommendation. Her diary is full, she distrusts suppliers who arrive with a presentation and wants to know quickly whether it’s worth carrying on.
Uncover the business problem, its financial impact and who else decides, without turning the call into an interrogation.
What makes it hard
- She gives short answers until a question really interests her.
- She asks for prices before explaining her problem.
- She cuts the meeting short if you talk more than she does.
What the feedback assesses
When you hang up, AI Role Play analyses the conversation and returns personalised, objective feedback, with strengths and areas for improvement. In this scenario, these modules are assessed:
Do you use open questions? Do you ask enough questions?
Do you uncover the customer’s needs, concerns and interests with strategic questions?
Do you dominate the conversation or let the other person talk and voice their doubts?
Do you adapt the message to the other person? Are you clear and concise?
Sample conversation
This is how it might start. It’s an example: in the simulation, the avatar reacts to what you say, so every conversation is different.
Live this conversation before you have it for real.
Repeat it as many times as you need, get feedback at the end and arrive at the real meeting with your answer rehearsed.
Adapt it to your company
- The other person’s profile. Industry, role, pain points and communication style.
- Your product or service. What your team has to explain, with its key messages.
- The context of the conversation. The customer’s interests, questions and objections, so your team doesn’t know which one is coming.
Further reading
- Discovery call: the 5 mistakes that cost deals
- MEDDIC and MEDDPICC: what they are and how to practise them on a discovery call
- SPIN Selling: what it is, the 4 types of question and how to practise them
Frequently asked questions
What does the feedback assess in this scenario?
In this example, use of questions, interest detection, conversation balance and message clarity. You can choose which modules are assessed in each role play.
Can I adapt this scenario to my company?
Yes. You define the other person’s profile (industry, role, pain points and communication style), describe your product or service and add interests, questions, objections and context to make the simulation as realistic as possible.
Can I change the avatar and the setting?
Yes. You choose the avatar from the library, hyper-realistic or animated, and the background. If you need a specific background, you can request a custom one for your company.
In which languages can people practise?
In Spanish, English, French, German, Italian, Portuguese, Dutch and Chinese.
