Discovery Call

A Discovery Call is the first structured conversation between a sales rep and a prospect to understand their needs, challenges, and fit for the product. It’s less about pitching and more about asking strategic questions to uncover pain points and buying intent.

The success of a discovery call often shapes the rest of the sales cycle, making it a critical moment in SaaS sales.

Example:

A rep might ask, “What’s your current process for tracking customer health metrics?” to uncover a use case for their analytics platform.

Other terms

Demographic Scoring

Demographic Scoring evaluates leads based on firmographic or personal traits—like industry, job title, or company size.

Discovery Phase

The Discovery Phase is the initial stage where marketers or sales teams uncover a prospect’s needs, pain points, and buying triggers.

Demand Generation

Demand Generation builds awareness and interest long before prospects are ready to buy, nurturing future pipeline.

Demand Capture

Demand Capture targets buyers who are actively in-market and ready to purchase—often through high-intent channels like paid search.

Ready to take your SaaS marketing to the next level? Let’s talk!

Get in Touch