How to Do a Discovery Call as a New Coach Using The Wheel Of Life-Ep:142

A discovery call is a conversation with a potential client to see if you're a match for coaching together.

It's important for new coaches to do as many discovery calls as possible to sign clients and start making money.

The three phases of a discovery call are before, during, and after the call.

Before the call, be welcoming and clear about what to expect. Prepare yourself, get centered, and remove distractions.

During the call, be present and follow a process. I recommend doing The Wheel of Life coaching exercise to help clients gain a new perspective on their life.

The Wheel of Life is a one-page exercise with a large circle divided into 8 equal sections, each representing a specific area of a person's life.

The sections are named health, career/education, finances, relationships, personal growth, fun/recreation, physical environment, and spiritual well-being.

During the exercise, clients rate their level of satisfaction in each area on a scale from 1 to 10 and connect the dots to see where they're at in life.

After the call, follow up with the potential client and thank them for their time. Offer them a next step, whether it's a coaching package or another call to answer any questions they may have.

To prepare for discovery calls, listen to episode 141 for information on creating a pilot coaching package. She also offers extra help to those who need it, which can be found in the episode notes.