Discovery calls have become a vital part of the sales process, especially for high-ticket programs. For prospective coaching clients, they offer a chance for them to meet you and ask any questions they have about your coaching program. For you, they offer you a chance to get to know the coaching client and see if they are a good fit for your coaching program. Some coaches even reject clients at this stage because they realise that the client’s goals or expectations will not be met in the coaching program.
Because discovery calls are such an important aspect of the sales process, coaches can’t afford to run them as a free-form conversation. A discovery call checklist allows coaches to receive and communicate all the information they need without turning their discovery call into a rigid, scripted call.