Discovery Session Secrets to Turn Prospects Into Clients

My eBook "Mastering The Coaching Discovery Session" gives you a proven template for finding and converting quality clients.

Dive in to see the questions to ask a prospective client before you commit to scheduling a coaching Discovery Session and during the session itself.

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What's inside "Mastering the Coaching Discovery Session"

eBook - Mastering the Coaching Discovery Session by Wendy Buckingham
  • How to pre-qualify a Discovery Session request (including 7 pre-session questions).
  • An email template for introducing the actual Discovery Session to the client.
  • How to deliver a successful Discovery Session with more tips and questions to ask.
  • How best to respond to the answers to questions and what to look out for.
  • How to elegantly complete the session, whether it results in a new client or not.
  • What to do to lock them in when they say "Yes" (or elegantly handle a "No")!

"This book about conducting a discovery call was very helpful and easy to implement. I’ve got new clients since I followed the steps." Tope Keku, Life Coach USA

Why Have a Discovery Session? 

A well-structured Discovery Session will provide you and your potential coaching client with an opportunity to assess whether you are a good coaching fit for each other.

This means that you create a path that provides:

  1. A way to pre-qualify the person before you even agree to speak to them.
    In my eBook, "Mastering The Coaching Discovery Session", I include  a pre-session Questionnaire to help you make sure the person who wants to book a Discovery Session is genuinely interested in investing in coaching and won't just waste your time and energy.

  2. A clear structure for the discovery call itself so you don’t “wing it” and possibly lose a good client. I've also put together information and questions to support you in creating a successful Discovery Session structure for both the prospective client and you, the coach.

How Can I Get The Best Result From My Discovery Calls?

Once you have pre-qualified a person and booked them in for a Discovery Call, you need to have a tried-and-true structure and template for the assessment call itself. This would range from establishing rapport to successfully closing the session.

Click on the link below for a free look at some of the vital steps, insider tips, and questions that will support you in my eBook, "Mastering The Discovery Session".  

FAQs about "Mastering The Coaching Discovery Session"

Question

Does "Mastering The Discovery Session" include questions that filter out those who are not really serious about coaching?

Yes! In the book I include 7 pre-session questions. I’ve found that a willingness to provide information BEFORE we talk is a strong signal that someone is really interested in coaching. Their answers should give you a useful snapshot of the client and what they need before you meet.
Discover more insights about my pre-session process.

Do you let potential coaching clients know your fees in advance of a discovery session?

Yes! Being open about your fees before a Coaching Discovery Session is an important part of the conversation for the client and it saves you having a money conversation right at the end.

This really worked for me as an active coach because I offered coaching packages of different lengths so I could cater for various needs and budgets. Prospects all knew where they were before we started.

Does "Mastering The Discovery Session" help me close the session without feeling salesy?

Yes! This is an important and common question. I show you how I close by asking for a commitment and setting the first session date in a straightforward, non-confrontational way. I also show you what to do if they’re reluctant or if you have decided they’re not a good fit for you as a coach and want to get out of it without causing offense.

You can read more about closing the session

My Journey to Creating This Discovery Session Template

What I learned the hard way

When I was first coaching, I used to give away hours of time by offering an hour-long free session to prospects with the aim of enrolling them as paid clients.

I’d coach my heart out to show them how good I was and how I could help them. Sometimes they'd become committed clients. Other times, they would thank me and I'd never hear from them again.

Here is a short list of the reasons potential clients gave for not investing in my coaching:

  • They couldn’t afford my coaching fee.
  • I’d already helped them solve their issue and didn’t feel the need for more coaching.😳
  • They didn’t feel I was right for them (which was sometimes mutual).
  • They had clicked the "book a free session" button on my website, out of curiosity and not with genuine interest.

The shift that changed everything

I realized that the best option to find great coaching clients and not waste my time was to offer a structured free assessment or "Discovery Session" process that would address these issues rather than a "Free Trial Session".

I created a Discovery Session Template with questions for qualifying leads before I spoke to them, plus a structure and questions for the actual session.

My eBook "Mastering the Coaching Discovery Session" now passes on my unique template to help you and other coaches save time and make sure prospective clients are committed and a good coaching “fit” for your offer.

"I enjoyed reading Mastering The Discovery Session and will definitely use some of the tips. It flows well and is to the point. I found the exercises and examples really useful. I am sure it will benefit all coaches who read it and help them refine their enrollment process.
Sigi Arnejo, Life Coach, San Francisco.

Ready to Master Your Discovery Sessions?

If you’re done with Free Trial or Discovery Sessions that go nowhere and want a simple process you can trust, this is the next step.

Use it for your very next inquiry and start turning more of your discovery calls into committed clients.

Download “Mastering the Coaching Discovery Session” PDF Now

Mastering the Coaching Discovery Session by Wendy Buckingham

I hope I have given you enough food for thought about introducing prospective life coaching clients to your coaching by asking the right discovery session questions and using the right supporting strategies.
Discover more on how to structure the Discovery Session process from start to finish.

Also, check out the other books in my Life Coaching Success Seriesall of which come with a money back guarantee.

Here's to YOUR success!

All my eBooks will help you to enhance your coaching skills, raise your profile as an expert, and attract quality new clients whatever your niche. I wrote them from my 25+ years of coaching experience to pass on what I have learned from working with clients from all walks of life and with a wide range of coaching needs. Check them out below and get a sense of what’s inside.

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*Kindle

Buy Now - Instant PDF- $7.99

Online Stores
*Kindle

Buy Now - Instant PDF- $7.99

Online Stores
*Kindle

Buy Now - Instant PDF- $18.99

Only available as a 60 page color PDF

Buy Now - Instant PDF- $7.99

Online Stores
*Kindle

Buy Now - Instant PDF- $7.99

Online Stores
*Kindle

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Created and written by Wendy Buckingham, Class One Productions P/L, Sydney

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