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High-Impact Discovery Questions for People Ops & HRBPs in Tech/SaaS

Summary:

Uncover the unique talent, culture, and operational challenges of fast-growing tech companies, align on scalable HR solutions, and accelerate your sales cycle with questions designed for People Operations and HR Business Partners.

If you sell HR Tech or Enablement tools to People Ops / HRBPs at Tech/SaaS companies, discovery is where the deal is won or lost. The right questions help surface business pain, align on value, and drive urgency.

30 Discovery Questions for People Ops / HRBPs in Tech/SaaS (HR Tech)

A. Understanding Their World: Context & Initial Triggers

  1. What are the top 2-3 people-related priorities for your organization this quarter, especially given the current market dynamics in Tech/SaaS?
  2. What specific challenges or opportunities recently prompted your team to look into new HR technology solutions?
  3. How does your People Ops strategy directly support the company's growth targets, product roadmap, or engineering velocity?
  4. What key initiatives are you currently focused on to enhance the employee experience for your tech talent, particularly in a hybrid or remote environment?
  5. How would you characterize the maturity and integration of your existing HR tech stack?

B. Diving Deeper: Current Challenges & Processes

  1. What are the biggest challenges you face in scaling talent acquisition to meet rapid hiring demands for engineering, product, or sales roles?
  2. How effectively are you able to onboard new hires, especially those joining remotely, to ensure they feel connected and productive quickly?
  3. What are the primary pain points your team experiences with your current performance management processes for agile or fast-paced teams?
  4. How do you currently identify and address skill gaps or development needs within your tech workforce to foster continuous innovation?
  5. What challenges do you encounter in maintaining a strong company culture and high employee engagement as your organization grows rapidly?
  6. How are you currently managing employee feedback, sentiment, and well-being, particularly to prevent burnout in high-pressure roles?
  7. What hurdles do you face in ensuring fair and equitable compensation practices, especially in a competitive tech talent market?
  8. How effectively are you using data to understand employee churn, identify flight risks, or predict future talent needs?
  9. What are the biggest administrative burdens or manual tasks that consume your HR team's time today?

C. Shaping the Future: Goals & Ideal State

  1. If you could significantly improve one aspect of your employee lifecycle (e.g., performance, retention, development), what would it be and why?
  2. What would a truly data-driven People Ops function enable your organization to achieve that's currently out of reach?
  3. What does an ideal employee experience look like for your tech talent, from their first day to their career progression?
  4. How do you envision technology empowering your HRBPs to be more strategic partners to their business units?
  5. What kind of impact are you looking for on employee productivity, innovation, or retention from new HR Tech?

D. Connecting to Value: Impact & Metrics

  1. What's the estimated cost of your current employee turnover, particularly for critical tech roles, including recruitment, onboarding, and lost productivity?
  2. How many hours per week do your HRBPs or managers spend on administrative tasks that could be automated, rather than strategic initiatives?
  3. What is the impact of a prolonged hiring cycle or poor onboarding experience on your product development timelines or sales targets?
  4. How does employee disengagement or a lack of clear career paths affect your team's ability to innovate or meet deadlines?
  5. What would a X% improvement in employee retention or a Y% reduction in time-to-hire mean for your company's bottom line or market position?

E. Navigating the Path: Decision & Logistics

  1. Who are the key internal stakeholders (e.g., CTO, Head of Engineering, CFO, Legal) whose input or approval would be essential for a new HR Tech initiative?
  2. What are the critical criteria your organization uses when evaluating new SaaS solutions, particularly those impacting a core function like HR?
  3. Do you have a specific budget allocated for HR technology investments this fiscal year, or would this require a new budget proposal?
  4. What's your ideal timeframe for implementing a new HR Tech solution, and are there any internal milestones or external factors driving this urgency?
  5. What other HR technology solutions have you considered or are currently evaluating for your People Ops needs?
  6. What does a successful implementation of a new HR Tech solution look like for your organization, ensuring high adoption and measurable impact?

How Pepsales AI Helps

Pepsales AI helps sales teams ask the right questions, faster.It delivers intelligent, role-specific, and industry-aware discovery questions in real time tailored to the context of each deal.

What it delivers:

  • A library of proven questions per industry, persona, and product
  • Smart prompts that adapt to buyer role, objections, and stage
  • Embedded coaching and insights to guide better conversations
  • Automation of discovery prep, no more guesswork

Whether you’re prepping for a demo or coaching new reps, Pepsales AI ensures every conversation starts strong and gets to the real need, fast.


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