Sales process & qualification · Core
Discovery call
Also called: discovery meeting
ELI5
A sales conversation used to understand the buyer's situation, problem, priorities and process.
Used in conversation
“The account plan should show how discovery call affects the next step.”
Pitch context
You will see “Discovery call” in go-to-market plans, sales forecasts, account reviews and commercial proposals when the discussion reaches sales process & qualification.
Why it matters: It helps a reader interpret sales process & qualification without confusing the measure, decision, role or evidence being discussed.
Need an investor or company deck?
Bring the business, the evidence or the half-formed ask. We help it travel beyond the spreadsheet.
See how pitch.dog can helpSources & evidence · 2
Supporting source families. This entry is an editorial synthesis rather than a quotation from one canonical glossary.
- U.S. Small Business Administration — Write your business planSupporting source family · primary · checked 2026-08-16
- IFRS Foundation — IFRS GlossarySupporting source family · primary · checked 2026-08-16