Confidently Sell Business Intelligence Services to Your Clients

Get the field-tested playbook and learn how to uncover deeper client needs, position BI-as-a-Service, run smarter discovery calls, and expand your services through co-selling with Databox.

Get the Free Sales Playbook

Discovery calls aren’t just introductions – they’re your first and best chance to stand out as a strategic growth partner, not another replaceable vendor. 

Clients today demand more than generic dashboards; they need actionable insights clearly tied to measurable business outcomes.

Mastering the discovery call gives your organization an edge: confidently uncover high-value opportunities, secure bigger budgets, and position advanced services like Business Intelligence (BI) as the natural next step.

Learn how to:

  • Spot the right prospects who are ready to invest
  • Run killer discovery calls with proven call structures, questions, and soft-close techniques
  • Surface bigger problems and budget by framing BI Services as the next logical step
  • Lock in next steps fast with follow-up email and success plan templates

Bonus cheat sheet: Tips for a great Discovery Call

Who It’s For?

RevOps

RevOps consultancies that need a repeatable framework to upsell analytics work.

Marketing Agencies

Growth-minded marketing agencies wanting to own more of the revenue conversation.

BI & analytics

Boutique BI & analytics shops looking for a lighter-weight data stack they can deliver quickly.

“Databox helped us take one client from 2% to 20% bottom-line profit by putting the right metrics in front of the right people.”

Andrew Wood
Principal, Wood Consulting Group

Turn Reporting into Revenue: Offer BI as a Service

Go beyond dashboards – learn how centralizing client data can unlock new revenue streams, elevate your role to strategic advisor, and keep you embedded in every high-value decision your clients make.

Learn more about BI as a Service

 

Apply to Join the Databox Partner Program

If you’re ready for all the benefits of the Solutions Partner Program–from one-on-one training and early roadmap access to co-marketing and 30% revenue sharing–apply to join the program today.

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