Join the waitlist

Launching early June on a first come first served basis
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Back to Glossary

Discovery Call

A preliminary conversation between a salesperson or service provider and a potential client, aimed at understanding the client’s needs, challenges, and goals. The primary objective of a discovery call is to gather essential information to determine whether there is a mutual fit and to outline how the offered solution or service can address the client’s specific requirements. During a discovery call, the salesperson or provider typically explores the client's current situation, pain points, and objectives, while also providing an overview of their own offerings. This call helps to establish rapport, qualify the lead, and set the stage for more detailed discussions or follow-up meetings, ultimately aiding in the development of a tailored proposal or solution.

Related Terms

Client Onboarding

Client onboarding guides new customers through the initial stages, familiarizing them with products, services, and processes. It builds relationships, boosts satisfaction, reduces churn, and drives loyalty.

Leads

Leads are potential customers who show interest in a product or service and provide contact info. They are categorized by interest, readiness to buy, and alignment with the Ideal Customer Profile (ICP).

Prospects

Prospects are potential customers identified by interest, industry, or needs. They are early in the sales process and prioritized based on their fit with the ICP and likelihood of conversion.

Sales Cycle

The sales cycle is the step-by-step process of converting prospects into customers, from lead generation to closing. Managing it helps streamline sales, improve conversions, and forecast revenue.
Hire
Agent Frank,
To Achieve
10x
Pipeline Coverage

Let Agent Frank handle prospecting, outreach & booking meetings while you focus on closing deals!

24/7 Automated Prospecting
Auto-Pilot & Co-Pilot Modes
Fully Customizable Agent
Available in 20+ Languages
Dedicated Account Manager
Shared Slack Channel
Industry Best Practice Implementation