How to Run a Kickass Discovery Call That Converts — Without Feeling Salesy
How to Run a Kickass Discovery Call That Converts — Without Feeling Salesy
(Plus: Get My Free Discovery Call Template!)
You know that sweaty-palmed, slightly-panicky feeling that hits right before a discovery call? You’re not alone.
You’re trying to sound confident, act natural, ask the right questions, and oh yeah—actually sell your coaching.
No pressure, right?
If you’ve ever hung up from one of those calls thinking, “Ugh. I talked too much… Did I even tell them what I do?”, I’ve got good news: this gets easier. A lot easier. Especially when you have a clear, repeatable structure—and you practice it.
In this post, I’ll walk you through the 7 key steps to a discovery call that actually works (aka builds trust and converts), plus I’ll share common mistakes to avoid and my favorite go-to phrases for those awkward moments.
And if you want my exact Discovery Call Template? You can grab it for free below.👇
It’s the one I give to my Business Building Bootcamp clients, and it works.
Author & Host
Wendy McCallum
Certified Burnout & Balance Coach
Wendy McCallum is Certified Coach and Wellness Expert with over 10 years of experience. She’s also a This Naked Mind Certified Coach who has been living (blissfully) alcohol-free since January 2018. Wendy is a high-achiever who lost her way, but came back better than ever. After much soul-searching and a few false starts, she left her 12-year career in law committed to designing a more balanced life she didn’t need to escape from. Wendy now teaches busy people how to reclaim time for themselves, reduce stress, and prevent burnout. She also helps them replace unhealthy coping mechanisms (like food, alcohol and social media) with healthier habits. IMPORTANT: Blog content including Wendy's podcasts are for information purposes only and not intended in any way to be health advice. Please see full Terms of Use, by clicking on the link in the footer of this page, for details.
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