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.

Every coach has been there. You show up for discovery calls that go nowhere and wind up feeling like you've wasted hours of your time. But what if you could optimize your discovery calls to reduce no-shows, connect more deeply with potential clients, and make more sales?

In this episode, we're tackling all your questions about how to make discovery calls more effective. You'll learn...

✅ Screening questions for potential clients before their initial call, and how these can help you reduce no shows + better qualify your potential cilents before your call. 

✅ The optimum length for effective discovery calls (there's a sweet spot!). 

✅ How to build trust and rapport by providing value during discovery calls (without feeling like you've given too much away). 

✅ Why having potential clients articulate the value of coaching is important (and how this directly increases conversions). 

✅ All about PAID discovery calls, and whether these might be the right next step in your business. 

 Tir...

In this episode of The Coaching Edge, I give specific pointers and actionable tactics for coaches to make their discovery or sales calls feel easier and more natural. I emphasize the importance of being comfortable with your approach to selling and highlight the need for an intake form to gather information about potential clients. I also stress the significance of being clear on the offer and its value. I suggest using automated reminders and engaging in small talk at the beginning of the call to create a comfortable environment.

Additionally, I discuss the importance of understanding the client's needs, sharing personal stories, and mirroring their language. I’ll guide you on inviting the client to join, handling price discussions, addressing objections, and giving clients time to decide. 

Listen to The Coaching Edge here 🎧

Want to work with me? Check out the resources I offer 👇

The Business Building Bootcamp

Get Clients NOW Free Masterclass

90+ Powerful Coaching Questions