From Discovery Call to Paying Client: The New Coach's Toolkit

From Discovery Call to Paying Client: The New Coach's Toolkit

Many new coaches feel uncomfortable about "selling". Others give so much in the first conversation that it becomes a free coaching session. This toolkit shows you a better way.

You'll learn how to run a clear, confident discovery call that helps people make the right decision for them, without pressure and without giving your coaching away.

What's inside

1. What a discovery call is for, and how it differs from a coaching session

2. A preparation checklist so you feel ready and relaxed

3. A suggested 20–30 minute call structure with sample wording

4. How to step back gently if the call slides into coaching

5. 12 questions to explore fit and needs

6. How to explain coaching and your offer simply

7. How to talk about pricing with confidence

8. Ethical responses to the five most common hesitations

9. Two ready-to-use follow-up email templates

10. A review checklist to build your confidence after every call

Who it's for

Newly qualified coaches and coaches building their practice who want to grow their client base in a way that feels genuine.

*Instant PDF download · 11 pages · A4, printable*