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Clients & FreelancingBeginner

Discovery Call

Pronunciationdis-KUV-uh-ree KAWL

Definition

A discovery call is an initial meeting between a freelancer and a potential client to discuss project requirements, goals, and expectations. It helps determine if both parties are a good fit before committing to a formal agreement.

Where you hear it

Commonly used during the sales process, client onboarding, or when responding to new project inquiries.

Examples

  • I have a discovery call scheduled with a new lead tomorrow morning.
  • We should hold a discovery call to better understand the project scope.

Common mistake

Treating the discovery call as a technical consultation where you provide free solutions, rather than using it as a qualification step to assess the client's needs and budget.