What is a discovery call

A discovery call is a term commonly used in sales and business contexts. It refers to an initial conversation or meeting between a salesperson or a representative of a company and a potential client or customer. The purpose of a discovery call is to gather information, understand the needs and requirements of the potential client, and determine if there is a potential fit between the client's needs and the products or services offered by the company.

During a discovery call, the salesperson typically asks questions to gain insights into the client's challenges, goals, pain points, and any specific requirements they may have. The salesperson may also provide information about their company, products, or services to give the potential client an overview of what they offer.

The discovery call serves as an opportunity for both parties to assess whether there is a potential match or alignment between the client's needs and the company's offerings. If there is a mutual fit, the discovery call may lead to further discussions or negotiations to move forward with the sales process. If there isn't a fit, the discovery call helps both parties determine this early on, saving time and resources for both the client and the company.