How to Conduct Effective Discovery Calls

08 November 2023

How to Conduct Effective Discovery Calls

Discovery calls are a crucial part of the sales process. They provide an opportunity to understand the needs and challenges of potential clients, and to determine if your product or service is a good fit. Conducting these calls effectively can significantly increase your chances of closing a deal. This guide will provide you with a comprehensive understanding of how to conduct effective discovery calls.

Understanding the Purpose of Discovery Calls

The first step in conducting effective discovery calls is understanding their purpose. A discovery call is not a sales pitch. Instead, it is a conversation where you gather information about the prospect's needs, challenges, and goals. This information will help you tailor your product or service to their specific needs.

Moreover, discovery calls are an opportunity to build a relationship with the prospect. By showing genuine interest in their needs and offering valuable insights, you can establish trust and credibility. This can greatly increase your chances of moving the prospect further down the sales funnel.

The Importance of Preparation

Preparation is key to conducting effective discovery calls. Before the call, research the prospect's industry, company, and role. This will help you ask relevant questions and offer valuable insights. Additionally, prepare a list of questions to guide the conversation. However, be flexible and willing to deviate from the script if the conversation naturally goes in a different direction.

It's also important to prepare yourself mentally. Approach the call with a positive attitude and a genuine desire to help the prospect. This will make the conversation more enjoyable and productive for both parties.

Conducting the Discovery Call

Now that you understand the purpose of discovery calls and the importance of preparation, let's delve into how to conduct the call itself. The following steps provide a general framework, but remember to adapt them to your specific situation.

Start with a Strong Opening

The opening of the call sets the tone for the rest of the conversation. Start by thanking the prospect for their time and briefly explaining the purpose of the call. Then, ask for their permission to ask questions. This shows respect for their time and makes them more likely to engage in the conversation.

Next, establish rapport by finding common ground. This could be a shared interest, a mutual connection, or something you admire about their company. Building rapport makes the prospect more comfortable and open to sharing information.

Ask Open-Ended Questions

The main part of the discovery call is asking questions. Open-ended questions are particularly effective because they encourage the prospect to share detailed information. For example, instead of asking "Do you have a budget?", you could ask "Can you tell me about your budgeting process?"

Listen carefully to the prospect's answers and ask follow-up questions to dig deeper. This will help you understand their needs and challenges on a deeper level. Additionally, it shows the prospect that you are genuinely interested in their situation.

Offer Value

Throughout the call, look for opportunities to offer value. This could be in the form of insights, advice, or resources. Offering value not only helps the prospect, but also establishes you as a trusted advisor.

However, be careful not to give away too much for free. The goal is to whet the prospect's appetite and make them curious to learn more about your product or service.

After the Discovery Call

The discovery call doesn't end when you hang up the phone. There are several steps you should take to maximize the effectiveness of the call.

Document the Call

Immediately after the call, document the key points. This includes the prospect's needs, challenges, and goals, as well as any insights or commitments made during the call. This documentation will be invaluable for tailoring your product or service to the prospect's needs and for following up effectively.

Follow Up

Follow up is crucial for moving the prospect further down the sales funnel. Send a follow-up email thanking the prospect for their time and summarizing the key points of the call. Also, include any resources or information you promised during the call.

Finally, schedule a next step. This could be a product demo, a proposal, or another call. By scheduling a next step, you keep the momentum going and increase your chances of closing the deal.


Conducting effective discovery calls is a skill that can be learned and improved over time. By understanding the purpose of discovery calls, preparing thoroughly, asking open-ended questions, offering value, and following up effectively, you can significantly increase your chances of closing deals. Remember, the goal is not to sell, but to understand the prospect's needs and determine if your product or service is a good fit. Happy selling!

About the author
Arnaud Belinga
Arnaud Belinga
Arnaud Belinga is the Co-Founder & CEO at Breakcold. He talks about Sales CRM use, marketing & sales. He loves Surfing 🏄‍♂️ & Skateboarding 🛹️.
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