What is a discovery call in agency sales?
A discovery call is a structured conversation whose only job is to understand the prospect's problem well enough to decide whether a next step makes sense. It is not a sales call. You are not there to close or pitch; you are there to learn what is broken, how big it is, and whether you can genuinely help.
What should I learn on an agency discovery call?
Leave knowing what is broken in the prospect's business, how big the problem actually is, what they have already tried, how they make decisions, and whether you can genuinely help. If you leave without those five things, Tim Kilroy's playbook says you did not do discovery, no matter how good the conversation felt.
Why do prospects go quiet after a discovery call?
The most common reason, per Tim Kilroy's discovery playbook, is that the call was a pitch with a question stapled to the end. The agency described its process and case studies before understanding the prospect's needs, gave the generic version, sent a proposal, and heard nothing back. More curiosity and less talking is the usual fix.
How do I build an agency sales process that works without me?
Drag what you know out of your head and turn it into stages your team can run. Define each funnel stage by something the buyer did, measure conversion between stages, and fix the leakiest stage first. Tim Kilroy calls the founder's instinctive selling "Founder Magic" and argues it needs structure because it is limited to one person.
What are the stages of an agency sales funnel?
Tim Kilroy's funnel has five stages: Aware, Interested, Qualified, Proposed, and Closed. Each counts only when the buyer does something observable, such as naming you unprompted, taking an action, agreeing the problem is worth money, opening the proposal, or signing. Counting your own activity as their intent is what inflates most agency funnels.
How many sales conversations does my agency need each week?
Divide your quarterly revenue goal by average deal size to get deals needed, divide by your close rate to get proposals, divide by your proposal rate to get conversations, then divide by 13 weeks. Our sales process page has a worksheet that runs this math. Treat the result as an estimate, not a forecast.
Is lead generation consulting the same as demand generation?
No. Lead generation catches the hand that is already raised. Demand generation makes sure your agency is the name buyers think of when they finally have a reason to raise it. Tim Kilroy's content playbook describes the goal as getting into the two to four names that surface when someone says "we need help with this."
Are referrals enough to grow an agency?
Usually not on their own, because referrals do not scale on demand. Tim Kilroy notes you cannot decide to get more referrals today; they come from past work and relationships. The RSW/US 2025 Agency Survey, as cited by Haus Advisors, found 93% of marketing and professional services firms say their growth engine is not strong enough.
What does sales strategy consulting for agencies include?
For Tim Kilroy, it means SalesOS: positioning before tactics, then a sales engine built around your specific agency, covering discovery, proposals, follow-up, and the handoff to delivery. His stage guide recommends it for agencies from about $1 million to $5 million a year, where sales still depend on the founder and profit stays thin.
How should agencies follow up after a sales call?
Every follow-up should recap what you heard in the prospect's words, show relevance to their specific situation, and guide them past the friction between interested and yes. Tim Kilroy's follow-up playbook treats follow-up as part of delivery: if you would not rush the work, do not rush the email that comes after the call.