Discovery calls qualify and advance deals. Use a structured agenda: set expectations, understand their situation, identify pain, show how you solve it, handle objections and agree on next steps.

Post-meeting follow-up keeps deals moving. Send a recap within 24 hours with key points discussed, agreed next steps, relevant resources and a clear call to action.
Get prospects to book calls with clear value propositions. Set up booking pages that reduce friction. Cut no-shows with reminders. Structure discovery calls that qualify. Follow up to keep momentum.
See playbook