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Episode 5: Discovery Calls That Convert

Episode 5: Discovery Calls That Convert

Episode 5 of Office Hours focuses on what to do once you're actually on the call. This is where good networking turns into real pipeline — and real opportunities.

Discovery calls aren’t about pitching. They’re about diagnosing. In this episode, we walk through how to run a smooth, intentional, and highly effective 15–30 minute conversation. You’ll learn how to qualify (or disqualify) fit, guide the discussion without dominating it, and create next steps that make sense for both sides.

🔢 What You’ll Learn:

  • The real goal of a discovery call (hint: it’s not closing)

  • How to show up with curiosity and clarity

  • Why the first 5 minutes set the tone for the whole call

  • What to listen for when qualifying a lead

  • How to close with mutual next steps, not pressure


⏱️ Call Flow Breakdown:

1. Set the Frame
Establish tone, expectations, and purpose in the first few minutes.

2. Ask Curiously
Lead with diagnostic questions that uncover context, pain, and priorities.

3. Listen Precisely
Spot fit signals (or lack of them) without rushing to pitch.

4. Share Strategically
Offer insights, not a full sales pitch. Focus on relevance.

5. Define Next Steps
Wrap with clarity and confidence — even if that means saying “not now.”


🔹 Key Takeaways:

  • Your mindset shapes the entire call — stay curious, not salesy

  • The best discovery calls are about them, not you

  • Don’t pitch blindly — guide with questions

  • Fit matters more than friction

  • End every call with a clear decision: next step, referral, or release

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