Skip to content
Tim KilroyAgency consulting and coaching
Menu

Agency discovery

Agency discovery calls that qualify the prospect instead of pitching

Last updated: Published by Tim Kilroy

A discovery call exists to understand the prospect's problem well enough to decide whether a next step makes sense, and nothing else.

Tim Kilroy teaches discovery call sales as the front end of a bigger agency sales process. Get it right and the proposal nearly writes itself. Get it wrong and the deal dies before you send anything.

The question

What is a discovery call in agency sales?

A discovery call is a structured conversation to learn what is affecting the prospect and whether you can help. It is not a sales call. You are not there to close, run your deck, or explain a proprietary process that sounds like everyone else's. At the end, each side should know enough to judge whether another call is worth the time.

The sales call comes later, once you understand the problem. Most agencies skip straight to selling and come across as desperate. Unless the prospect is making rash decisions, that fails almost every time.

Discovery call evidence

Definition

What does qualifying the prospect mean?

In Tim Kilroy's agency sales funnel, a prospect is qualified only when you have both agreed out loud that there is a real problem, that it is worth money, and that this person decides. The test: you can name the problem in the prospect's own words. Until then, they are interested, not qualified, and should not get a proposal.

Benchmarks

How long agency discovery meetings run

20 to 30 min

introductory conversation to meet the contact and learn about their business

45 to 60 min

discovery call or meeting centered on the prospect's goals and challenges first

Published by Casey Stillman (opens in a new tab); a market benchmark, not Tim Kilroy's figures.

Compare

Discovery call vs. sales call

Tim Kilroy's comparison of the agency discovery call and the sales call
Discovery callSales call
PurposeUnderstand the real problemPresent a solution and ask for a decision
Who talks mostThe prospectShared, then the agency presents
Your deckStays closedTailored to what you learned
Success looks likeBoth sides want a next conversationA clear yes, no, or defined next step

Procedure

How to prepare for an agency discovery call

  1. Think about their business, not just their website

    Most agencies blow discovery before they dial in by not preparing at all.
  2. Build a short brief

    Company overview, recent news, conversation starters, and smart questions. Tim Kilroy’s free Discovery Lab tool does this in about 60 seconds.
  3. Listen for their words

    Write down how they describe the problem. You will need those exact words for qualifying and for the follow-up email.
  4. Agree the next step before you hang up

    If it makes sense, book the next call. If not, say so.
You cannot craft a real solution if you do not understand the real problem.
Tim Kilroy

After the call

Reviewing your discovery calls

The fastest way to improve discovery is to review real calls. Tim Kilroy's Call Lab tools analyze a recording or transcript for talk-to-listen ratio, objections, and next steps. Call Lab Instant is free and needs no account.

Discovery is one stage of a larger system. Read the agency sales process guide or go back to the agency consulting overview.

FAQ

Discovery call questions

What is a discovery call in sales?
A discovery call is a structured conversation whose only job is to understand the prospect’s problem well enough to decide whether a next step makes sense. Tim Kilroy is blunt that it is not a sales call. You are not there to close or run through your deck; at the end, both sides should know enough to decide if another call is worth the time. In the full FAQ
Is a discovery call a sales call?
No. A discovery call is for understanding the problem; the sales call comes after, when you present a solution, discuss approach, and ask for a decision. Tim Kilroy says most agencies skip straight to selling and come across as desperate. Unless the prospect is making rash decisions, pitching on a discovery call fails almost every time. In the full FAQ
How do you qualify a prospect?
A prospect is qualified when you have both agreed out loud that there is a real problem, that solving it is worth money, and that this person is the one who decides. Tim Kilroy’s test is simple: you should be able to name the problem in the prospect’s own words. If you cannot, they are still only interested, not qualified. In the full FAQ
How long should an agency discovery call be?
There is no fixed rule, but published agency sales frameworks give useful ranges. Casey Stillman’s systematic sales process describes a 20 to 30 minute introductory conversation, followed by a 45 to 60 minute discovery call or meeting focused on the prospect’s goals and challenges first. Match the length to how much you genuinely need to learn. In the full FAQ
How should I prepare for a discovery call?
Think about the prospect’s business before you dial in, not only their website. Tim Kilroy says most agencies blow discovery before the call starts by not preparing. His free Discovery Lab tool builds a prospect brief in about 60 seconds: company overview, recent news, conversation starters, and smart questions to ask. In the full FAQ
What is Call Lab?
Call Lab is one of Tim Kilroy’s AI-powered sales tools. You paste a call transcript and get a coaching breakdown of what worked, what did not, objection handling, and next steps. Call Lab Instant is a free version that analyzes a recorded pitch with no account required, and Call Lab Pro adds scoring against methods such as SPIN, Challenger, MEDDIC, and Sandler. In the full FAQ

Read all 49 questions and answers in the agency consulting FAQ