Your guide to a successful discovery call

Your guide to a successful discovery call
Enterprise Nation
Enterprise Nation
Enterprise Nation

Posted: Tue 26th Jul 2022

A discovery call is arguably one of the most important parts of the sales process. It’s the first conversation you’re likely to have with a prospective client, and the perfect opportunity to uncover a buyer’s needs and goals.

It’s also a chance for you to start building trust – and to discover if there is a potential fit for a business relationship.

If you’re an adviser on Enterprise Nation, members of the community can request a discovery call with you at any time, to find out more about the expertise or services that you offer. This first call can set the tone for the rest of the relationship, so it’s important that you leave a strong first impression.

With so much at stake, it’s important that you cover all bases. Here’s your guide to a successful discovery call.

Do your homework

This may sound like an obvious place to start, but it’s important to understand that discovery calls require work before you even pick up the phone.

How well you commit to this first call is very telling of the way in which you commit to your customers in general, so learn as much as you can about them ahead of time. Look at their website, browse their social channels, research their career history on LinkedIn, or simply ask them a few preliminary questions via email to get a general understanding of what their values or goals might be.

Doing your homework at this stage will greatly increase your chances of converting your prospect. Founder of My Sales Mentor and Enterprise Nation adviser member Rachael Howourth explains:

“You should expect a 60% to 70% conversion rate from discovery calls, as your prospective client has already shown an interest in your services and instigated that call. Do your research and draw as much information as you can out of them ahead of the call.”

Here’s a few things to look out for:

  • Have you worked with similar customers or industries before? If so, have a case study to hand.

  • Is your prospect currently using one of your competitors? Research them, and prepare some well-meaning comparisons ahead of the call.

  • Building rapport is critical to establishing a relationship so it’s important to look out for some ‘conversation starters’. Shared personal interests, achievements, or even geography can be great ways to break the ice.

Set a clear agenda

Once you’ve broken the ice, you should set an agenda for the call, outlining what’s about to happen. By doing this, your prospect will feel that you’re respecting their time, and that you’ve prepared for the call. It also helps you to take control of the conversation, and to manage their expectations.

Business coach Catrin MacDonnell is well-versed in the art of discovery calls:

“As an adviser, I really want to help business owners make the most of these calls, be clear on what to expect, and to understand that this is a chance to assess whether or not I have the knowledge or skills that they’re looking for.”

Here’s a few suggestions:

  • Introduce yourself, your company, and your role in the company.

  • Confirm the duration of the call (we recommend 30 minutes).

  • Share the goals of the meeting.

  • Let your prospect know that the call is purely informational to make sure you’re a good fit for one other.

  • Allow plenty of time for your prospect to ask questions. A client that goes away with unanswered questions is unlikely to come back.


You should now be on friendly terms with the prospect, so it’s time to get down to business.

If you’ve done your homework, you’ll already have a basic understanding of them and their company. Next you’ll want to ask questions that will determine if you and the buyer are a good match – and if there is a potential sales opportunity.

This stage is about gathering more detailed information and shouldn’t be questions that you can find the answers to on the Internet.

Here's some qualifying questions that you may want to consider asking:

  • What are your goals and by when do you need to achieve them?

  • What problem are you trying to solve?

  • Why is this a priority today and is there a reason why you’ve not addressed it before?

  • What would a successful outcome look like for you?

  • Do you have a plan B for achieving this goal?


It’s just as important to disqualify the prospect as it is to qualify them. That way, you don’t waste your time. Rachael Howourth agrees:

“It’s important to remember that not everyone that books a discovery call is going to be a good fit for you. If you don’t think they’re a good fit, don’t attempt to sell them anything.”

To better evaluate whether or not your prospect is a good match, here’s a few questions that you really ought to be asking.

  • What’s your timeline for implementation?

  • What’s the budget for solving this problem, and where is it coming from?

  • Are you the person responsible for making decisions within your organisation?

  • Are there any obstacles or roadblocks that could impact this work?

Establish next steps

You should now have a good idea of what the prospect needs, if you can provide a solution for them, and if they are an ideal customer for you. You may also have gotten a sense of their level of urgency to buy from you.

Either way, don’t end your call without agreeing on next steps. There should be no question about what the prospect (or you) should do to move the relationship forward.

If you think a second call is needed, compare calendars in the moment. Or if you feel that you’ve gathered all the information you need to put together a proposal, commit to a timeframe and let them know when they should expect to hear from you.

Digital marketing consultant Arthur Wilson understands the importance of this stage of the journey.

“This is where the freelancer or service provider should create a tailored proposal that takes into account everything that they’ve learnt both before and during the discovery call. The proposal should set out how they plan to meet their prospect’s objectives, expected timeframes, and monthly deliverables.”

Don’t be afraid to ‘give a little’

Is it true that the more you put in, the more you get out? We think so. Enterprise Nation advisers often find that entrepreneurs looking to build a business will remember those who have helped them along the way.

They may not convert to paying clients immediately, but there's a chance that they might in the future. At the very least, they’ll become advocates for your company and recommend you to their network.

Of course, it can be tricky to find a balance between offering a few nuggets of advice, and simply giving away your expertise. But ‘giving a little’ can really pay off in the long term. Grant funding adviser Robert Flood suggests sending your prospect some relevant content post discovery call as a way to distinguish yourself from the competition and to remain at the forefront of your prospect’s mind.

E-commerce expert Karen Riddick agrees that it's a good idea to ‘give a little’ :

“Most of my discovery calls on Enterprise Nation have been with members who are looking to start or grow online businesses. I’m happy to answer questions or help troubleshoot issues, as well as give some general tips and advice.”


Become an adviser on Enterprise Nation

If you’re an Enterprise Nation adviser member, take a moment to refresh your services to make sure members choose you for their next discovery call.

If you’re not yet an adviser member, but would like to promote your services on Enterprise Nation, find out more and sign up

Enterprise Nation
Enterprise Nation
Enterprise Nation
Enterprise Nation has helped thousands of people start and grow their businesses. Led by founder, Emma Jones CBE, Enterprise Nation connects you to the resources and expertise to help you succeed.

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