Discovery Consultation
This stage is where we move beyond the job title and start understanding the business, the team, the sales environment and what success needs to look like.
Business, Role & Hiring Context
What Happens During The Discovery Consultation?
The discovery consultation is designed to understand the role properly before candidate search begins. It helps clarify the sales process, culture, expectations and success profile required for the position.
What We Discuss
We use this conversation to understand the commercial context of the role and the type of person who will succeed in your environment.
- Your business, products, services and target markets
- The structure of the sales team and reporting lines
- The sales process, customer journey and buying cycle
- The immediate reason for the recruitment requirement
Why This Stage Matters
A role brief that only covers duties is rarely enough. Strong recruitment depends on understanding how the person will need to sell, communicate and operate day to day.
- Reduces assumptions before candidate search begins
- Improves candidate targeting and screening accuracy
- Helps identify culture, sales style and process alignment
What We Need From You
The best discovery conversations are practical and open. We do not need everything finalised, but we need enough detail to understand what the role must achieve.
- Role objectives and expected outcomes
- Salary range, commission structure or package expectations
- Interview process and decision makers
- Any past hiring challenges or candidate fit issues
What The Client Receives
The outcome is a clearer recruitment direction and a stronger foundation for the role and business profiling stage.
- Clearer hiring priorities
- Confirmed next steps in the recruitment process
- Early identification of risks or gaps
- A stronger understanding of the ideal candidate profile
Return To The Recruitment Journey
Go back to Milestone 2 on the main Recruitment Journey timeline.
← Back To Recruitment Journey