Meeting prep · BDR / top-of-funnel · ICP discovery

Mining the top-of-funnel: questions for the BDR sync

She talks to prospects every day and owns the first conversation — that’s the richest voice-of-customer source we have, and almost none of it is written down. Goal of this meeting: pull out the real language, triggers, and objections, and pressure-test our personas against what she actually sees. Let her talk ~70% of the time; chase specifics and verbatim phrases.

★ = must-ask · aim for 30–45 min · record it if she's comfortable · capture exact words, not paraphrases
What you want to walk out with
  • Real language — the exact words prospects use for the problem, us, and competitors
  • Triggers — what’s happening when a good prospect actually engages
  • Objections — the top friction at first touch, in their words
  • Persona truth-check — which of our buyer types & tiers are real vs imagined
  • The #1 asset she wishes marketing would hand her
How to run it
  • Open with "I want to steal everything in your head about who we should be talking to" — flatter the expertise, set the tone.
  • Ask for specific recent examples, not generalizations ("your last three best prospects," not "what’s a good prospect").
  • When she says something sharp, ask "what were their exact words?"
  • Don’t pitch marketing’s plan — listen first, share at the end.
01

Who actually fits (ICP reality check)

Describe your last three best-fit prospects — the ones where you instantly thought "this is exactly who we should be talking to." What did they have in common?
Which segment is heating up right now, and which has gone quiet? Why do you think that is?
Who looks great on paper but consistently disappoints — and what’s the early tell?
If you could only prospect one segment next quarter, which has the best fit-to-effort ratio?
Who should we be talking to that we’re not — a segment or company type we’re missing?
02

Triggers & timing (the compelling event)

What’s usually happening at the company when a prospect actually engages — a regulation, an incident, a new hire, a funding round, a competitor move?
What separates a prospect who’s "interested" from one who’s actually going to move this quarter?
Is there a trigger event you’ve learned to watch for that reliably predicts a real conversation?
03

Their exact words (voice of customer)

When a prospect describes their problem in their own words, what do they actually say? Give me real phrases.
What word or phrase makes a prospect lean in — and what makes their eyes glaze over?
What do they call the problem we solve? What do they call us, or our category?
Any terms in our materials that confuse or turn prospects off?
04

Objections & friction

Top three objections you hear at first touch — in their words, not the polished version.
What objection do you not have a great answer for yet?
Where in the conversation do good prospects most often go cold?
What’s the deal-killer — the thing that ends it immediately?
05

Competition (what they already believe)

Who do prospects name unprompted — who are they already using or evaluating?
When we lose interest to a competitor, what reason do they give?
What do prospects believe about us — right or wrong — before you correct them?
06

Buying committee & process

Who do you reach first, and who do you actually need to win the deal?
Who’s the gatekeeper vs the champion vs the economic buyer in these orgs?
How long, typically, from first conversation to "this is real"?
07

Channels & messaging that work

Which outreach angle or hook gets the most replies right now? Can you paste me a couple that worked?
What’s died recently that used to work?
What content or proof do prospects ask you for that you don’t have?
08

What marketing can hand her

If marketing could hand you one asset tomorrow, what would move the needle most?
What do you send that consistently gets a response?
Where do prospects drop off that better content could save?
09

Pressure-test our personas & tiers

I’ve mapped these buyer personas — CISO, CFO/Treasurer, Head of Custody/Product, Compliance/Audit, CTO/VP Eng, Head of Tokenization. Which are real, which are missing, and which do you hit first most often?
We split the market into tiers — T1 qualified custodians · T2 TradFi banks · T3 BTCfi · T4 tokenization issuers · T5 corporate treasuries. Does that match what you see? Which tier is most active right now?
Anything in our personas or competitive positioning that’s just wrong from where you sit?
10

Questions she'll likely ask you — be ready

What is marketing doing top-of-funnel right now (campaigns, search, content), and how does it feed her pipeline?
Which segments is marketing prioritizing, and why?
What leads or signals can marketing route to her — and in what format?
How fast can marketing turn around the asset she asks for?
11

Bring / capture / follow up

Bring to the meeting
  • The enterprise buying-personas brief and the competitive playbook — to validate live and to offer her as enablement.
  • The ICP search-demand data — useful if she wants to know where intent is showing up.
  • A way to capture verbatim quotes (the doc/recording is the deliverable, not your memory).
Capture template — fill one row per insight
Segment / personaTheir words (verbatim)What it changes for marketing
e.g. T1 custodian, Head of Custody"We don't want to be locked into Fireblocks…"Lead the custody page with vendor-independence
   
   
Follow-ups after
  • Fold her language + objections into the personas brief and competitive playbook.
  • Build the one asset she named — close the loop fast so the next sync is easy to get.
  • Propose a standing monthly 30-min sync — this intel decays; make it a pipeline, not a one-off.