Discovery Call

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?

  1. Scheduling: The call is typically scheduled after initial contact has been made, whether through an application, a referral, or outreach efforts.
  2. Preparation: Both parties prepare for the call by reviewing relevant materials, such as resumes, job descriptions, and company information.
  3. 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.
  4. 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.


Typically, 15-30 minutes, depending on the complexity of the position or the depth of the discussion.

Usually, the recruiter initiates the call as part of their candidate sourcing or client engagement process.

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