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Mastering Discovery: Part One
Discovery is one of the most important parts of the recruitment process, but also one of the most skipped.
Today's edition of the Limitless learning newsletter is the first of a two-part deep dive into exactly why discovery matters so much.
In Part One, we focus on why discovery is so important if you want more control over your desk, why so many deals quietly fall apart because the real issue was never uncovered, why the difference between symptoms and root causes changes how you operate and why slowing down at the start is often what allows you to move faster later.
In Part Two, we will get extremely practical. We will break down how to actually run a discovery meeting, the structure to follow, the questions to ask, and how to uncover real pain rather than surface frustration.
In addition, you will get a downloadable discovery cheat sheet to use before and during client conversations, so you can take what we cover and apply it straight away.
Let’s jump into part one. 👇🏼
Where most deals actually start to unravel
Think about how a typical role begins.
A hiring manager calls with urgency. You ask about the salary, start date, must-haves, and interview stages. You take notes quickly, confirm you will send profiles over, and hang up feeling efficient.
Within hours you are sourcing and within days, you are sending CVs.
Then the cracks appear.
Feedback is vague.
The brief shifts slightly.
A new stakeholder enters the process with different expectations.
Candidates drop out at the offer stage.
The client goes quiet for a week.
None of that usually happens because you were too slow.
It happens because the real problem was never properly diagnosed.
You solved the surface issue. You did not explore the underlying one.
Symptoms versus root cause
Most hiring managers present you with symptoms.
“We keep losing candidates at offer stage.”
“We are not seeing the right quality.”
“The market is really tight.”
“People are too expensive.”
On the surface these feel like clear directions, but they are rarely the full picture.
Take the first example, that might be because the salary is below market. It might be because the interview process takes three weeks. It might be because internal stakeholders are not aligned on what good looks like. It might be because the role is being sold inconsistently, or because candidates only discover the downsides late in the process.
If you stop at the symptom, your solution will be shallow. You will move faster, send more profiles and hope the outcome improves.
If you keep going until you understand the cause, the entire conversation changes. You move from reacting to operating as an advisor.
The doctor test
There is a simple way to sense check whether you are doing this properly.
Imagine going to a doctor and saying, "My leg hurts."
If they immediately hand you medication and tell you to come back in a month, you would question whether they have really understood the issue.
The doctors you trust are the ones who ask when it started, what makes it worse, what you have tried already and how it is affecting your day-to-day life. Only once they understand the context do they recommend something.
Recruitment is no different.
When you prescribe before you diagnose, you weaken your authority. When you diagnose properly, you strengthen it.
Why consequence matters more than inconvenience
Many recruiters believe they are uncovering pain, but what they are actually uncovering is mild frustration.
Frustration does not drive change but consequence does.
If a role has been vacant for three months, there is always an impact, the question is whether the hiring manager has fully thought it through.
You can explore that impact through different angles.
Team impact: Who is picking up the extra work? How sustainable is that? What happens if one of those people decides they have had enough?
Revenue impac:. What deals are being delayed because this seat is empty? What does another quarter of underperformance cost?
Client impact: Are customers already feeling the strain? What is the lifetime value of a lost account?
Brand impact: What happens when strong candidates go through a messy process and tell their network? How many future hires quietly become harder because of that?
Personal impact: How is this landing on you internally? What pressure is it creating? What happens if this is still unresolved in three months’ time?
You are not being dramatic, you are making reality visible.
When the cost of staying the same becomes clear, the conversation naturally shifts towards doing something properly.
What discovery is actually for
Discovery is not about sounding clever. It is not about pitching your process. It is not about demonstrating expertise too early.
It is about understanding how they currently hire, identifying where it is breaking down, expanding the consequences of that breakdown and helping them articulate what “fixed” would actually look like.
You are not trying to win a job at this stage.
You are trying to earn the right to design the solution.
That shift in intent changes how you ask questions, how you listen and how you position yourself.
The four stages worth structuring around
You do not need a script. You need structure.
First, build rapport with intent. Not small talk for the sake of it, but evidence that you understand their world and have prepared.
Second, explore their current approach. How do they decide to hire? How do they define good? What has worked before and what has not?
Third, diagnose the gaps. Where is the process breaking down? Why is it happening? What is the impact of it continuing?
Fourth, qualify the opportunity. If nothing changes, what happens? If they could design an ideal outcome, what would it look like? Are they motivated to solve this properly?
Most recruiters operate comfortably in the first two stages. Very few go deep into the third. That is where the separation begins.
The habit to build now
You do not need to transform your desk overnight.
After your next client conversation, pause before you start sourcing.
Write down what they said the problem was. Then ask yourself whether that was a symptom or a cause.
If it was a symptom, what question would have taken you one layer deeper?
On your next call, ask that question.
One upgrade per conversation compounds quickly. Over a month, you will notice the difference. Roles feel clearer. Clients feel more aligned. You feel more in control.
Speed still matters.
But control matters more.
And discovery is the habit that builds it.
P.S. Whenever you're ready, there are 3 ways I can help you:
#1: Do you listen to my podcast? I release a weekly episode with either a top-performing recruiter or recruitment entrepreneur to find out how they achieved their success so you can learn directly from their journey Check out my latest episode and subscribe to the show.
#2 Take the recruitment High-Performance Team Scorecard
Get instant clarity on where your team is strong, where they’re falling short, and what to focus on next. 👉🏻 Take the Scorecard
#3: Want to win more business, book more meetings, and level up your billings? Our Hector-certified courses are built by top billers who’ve been where you are and cracked it. No fluff. Just real, proven strategies you can use immediately >>>> Browse Courses – Start Closing More Deals Today (Use code Limitless_Learning at checkout for 15% off: exclusive to newsletter readers)

