Discovery Call Process Planner | The FitFilled Life

You just landed your first discovery call appointment.

Now what?

What’s the best way to determine if someone is the right fit for a coaching package, mastermind program or paid product? It’s a discovery call, of course!


We’ve all heard about them. Some of us even dread doing them. But the truth is, discovery calls are hands down the best (and fastest) way to get to know a potential client.

As a coach, you would be doing your clients a disservice if you didn’t do a discovery call before working with them. Why? You want to make sure you’re the right coach for them and that your offers are the solutions they need before they invest.

The discovery call is a valuable, and essential, part of the sales process.

With this planner, you can easily create and map out your discovery call process in as little as one weekend!

The Step-by-Step Planner Covers (22 PAGES):

Step 1: Build an Enticing Freebie to Drive Client Sign-Ups
Lead magnets are an important part of your marketing process and should not be ignored. As the name implies, these free offers attract leads to your website and to your sales funnel.

✔ Exercise: Brainstorm ideas for your lead magnet which are tied-in to your paid product.
✔ Exercise: Which formats are easiest for you to produce?

Step 2: Pre-Screen to Ensure All Your Prospects are Perfect Fits
If you’re panicked at the idea of having to schedule 100 discovery calls, don’t worry. You still have some qualifying to do.

✔ Exercise: Determine your ideal client and create your pre-screening form.

Step 3: Create a Call Rubric That Puts You in the Driver’s Seat
A discovery call needs to be guided and structured, not a “pick your brain” session with 15 minutes of small talk before you dive into the topic at hand. You have a LOT to go over and this is work time, so treat it as such and be prepared.

✔ Exercise: Create a rubric for your discovery call. Write down answers to common questions or objections.
✔ Exercise: Print out this rubric for each discovery call to keep your prospects’ answers organized and to evaluate if they are a “good fit” candidate for your program.
✔ Exercise: Write out your rejection speech for those who are not a good fit for your program.

Step 4: Write an Unforgettable Follow-Up Email Series
You’ve got people submitting the questionnaires. You see quite a few qualified leads coming through so you’re encouraged that your program will fill up quickly. You’re having some awesome discovery calls with excited prospects who are excited about your offer. I bet you’re forgetting one very important thing: The follow up.

✔ Exercise: Plan your email follow up series.
✔ Exercise: Brainstorm multiple subject lines using strong action words and urgency.

Step 5: Make it Urgent! Set a Timeline for Call Sign-Ups
Your program has a closing deadline but so should your discovery call sign-ups. Even if your screening page is always open, don’t advertise that fact or you’ll be inundated with questionnaires year round. Instead, tell people that they have X days or hours to sign up before you close the doors for discovery calls.

✔ Exercise: Create a timeline calendar for when you will close out discovery calls and when you’ll close the program.

Step 6: Put Your Discovery Call System on Autopilot
For a business to keep growing, it needs a constant flow of prospects looking to become coaching clients or to buy a product. Without prospects, you’re always scrounging for leads and sounding desperate while doing so.

✔ Exercise: Investigate how to automate your prospecting and discovery call processes.
✔ Exercise: Plan an email series for each scenario below. Include number of emails in the series, calls to action, deadline reminders, and subject lines.


You will LOVE having this planner you can download or print off.

BUY NOW for JUST $37.00

Sign-up and get instant access to my Ultimate Resource Library created for entrepreneurs.

I'm adding new and exciting Freebies on a weekly basis so join now to have INSTANT ACCESS!

You have Successfully Subscribed!

Download the Spell Your Name workout

Thank You!

Get FREE Social Media Images!

Join our Social Media Images Club and get 5 new images every month, perfect for filling your content calendar and boosing engagement.

You have Successfully Subscribed!