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?
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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?
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What do they call the problem we solve? What do they call us, or our category?
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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?
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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?
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When we lose interest to a competitor, what reason do they give?
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What do prospects believe about us — right or wrong — before you correct them?
06

Buying committee & process

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Who do you reach first, and who do you actually need to win the deal?
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Who’s the gatekeeper vs the champion vs the economic buyer in these orgs?
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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?
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What’s died recently that used to work?
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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?
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What do you send that consistently gets a response?
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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?
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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?
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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.