What Is a Discovery Call?
A Discovery Call in the context of recruitment is an initial conversation between a recruiter and a potential candidate or client company. This call aims to gather key information, assess needs and requirements, and determine whether there is a mutual fit worth pursuing further. For candidate-focused calls, it’s about understanding the candidate’s skills, experience, and career aspirations. For client-focused calls, it involves understanding the company’s hiring needs, culture, and specific role requirements.
Key Features of Discovery Calls
- Preliminary Assessment: Serves as the first step in the recruitment process, helping to qualify candidates or clients.
- Information Gathering: Collects essential information to guide the recruitment strategy and tailor the approach to the individual or company.
- Building Rapport: Establishes a foundation for a professional relationship, setting the tone for future interactions.
- Efficiency: Helps to efficiently screen potential mismatches early in the process, saving time and resources.
How Does a Discovery Call Work?
- Scheduling: The call is typically scheduled after initial contact has been made, whether through an application, a referral, or outreach efforts.
- Preparation: Both parties prepare for the call by reviewing relevant materials, such as resumes, job descriptions, and company information.
- Conducting the Call: The recruiter asks targeted questions to understand the candidate’s or client’s needs, while also sharing information about the opportunities or services they offer.
- Next Steps: If a mutual interest is confirmed, both parties agree on the next steps, which may include formal interviews or meetings.
Best Practices for Discovery Calls
- Do Your Homework: Research beforehand to ask informed questions and show genuine interest.
- Active Listening: Focus on understanding the needs and goals of the person on the other end of the call.
- Clear Communication: Be clear about the purpose of the call and what you hope to achieve.
- Follow-Up: Send a summary of the call and agreed-upon next steps to maintain momentum and clarity.