What is the first step in the discovery call process?

The first step in the discovery call process is initiating small talk, introducing yourself, and setting the agenda. This stage is crucial for creating a comfortable atmosphere and establishing rapport with the person you are speaking with. Engaging in small talk helps to break the ice and makes the conversation feel less transactional, which can encourage openness and honesty from the other party.

By introducing yourself clearly, you provide context for the conversation and reinforce your credibility. Setting an agenda is vital as it outlines what will be discussed during the call and manages expectations. This structured approach ensures that both parties know what to anticipate and can align their focus on the relevant topics, leading to a more productive and efficient discussion. Overall, this foundational step paves the way for a successful discovery call by fostering a positive and structured interaction.