Discovery Call Script & Framework

Pathway Builder 🔒
Domain
Coach Practice
Type
Framework
Phase
Action
Details
30 min Between sessions As-needed
Topics
Communication Accountability Leadership

Resources for coaches building and growing their practice.

When to Use This Tool
A coach who improvises discovery calls and loses prospects to inconsistency
Practice owner with a low conversion rate on discovery calls
A coach who talks too much and listens too little during initial client conversations
How to Introduce This Tool Plus

A discovery call is not a sales call. This framework is built around the questio...

Download This Tool

Free PDF - print-ready, professionally formatted

Preview Framework · 30 min

For the Coaching Practitioner

Plus
Coaching Scenarios Plus
1 Coach transitioning from internal HR to independent practice, first paid discovery calls
Context

Your client spent 12 years as an internal leadership development lead at a mid-size company. They have strong coaching skills but have never had to sell themselves. Every coaching engagement they've run was pre-assigned. Now they're three months into independent practice with zero paying clients and a growing panic about revenue.

How to Introduce

Frame this as a diagnostic for their existing conversation pattern, not a script to memorize. 'Before we build a new hab...

2 Experienced coach who resists using a script because it feels inauthentic 🔒
🔒
4 coaching scenarios with introduction language, observation guides, debrief maps, and red flags
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For professional coaches and coaching practitioners
Tool Flow Plus
See what this tool requires and produces in a coaching engagement
Unlock with Coaching Tools Plus

Pairs Well With

Coach Business

Referral Partner Outreach Planner

A coach who gets no referrals from professional relationships that could be sending clients

45+ min Planner
🔒
+3 more with Plus

This tool is part of a coaching pathway

Step 3 of 6 in A coach who markets to 'everyone' and wants to get specific about who they do their best work with

Next: Services and Offerings Design → Explore all pathways →

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