Term
Discovery Call
Definition
A Discovery Call is an early discussion with a potential client to identify their needs and assess whether your services match what they are looking for.
Where you’ll find it
This feature is often accessible through the sales or contact section of the Business platform. It is not restricted to specific plans or versions, making it available to all users.
Common use cases
- Gathering initial information about a client's project requirements.
- Evaluating if your services align with the prospect’s expectations.
- Building a rapport with a new contact before formal negotiations or proposals.
Things to watch out for
- Ensure that you are prepared with questions to maximize the effectiveness of the conversation.
- Understand that not every Discovery Call will lead to a sales opportunity.
- Manage the duration to respect both your time and that of the potential client.
Related terms
- Lead Generation
- Client Onboarding
- Sales Pipeline
- Client Relationship Management
Pixelhaze Tip: Keep a checklist of key questions to cover during your Discovery Call. This ensures you do not miss any vital information and helps in maintaining the flow of the conversation.