Discovery Calls with Purpose: From Prospective Client to Coaching Agreement

Description
A discovery call can set the stage for a strong coaching relationship, but leading that conversation takes practice. Join Jen Wright and Emma Vasseur of Wellspired Co. to explore a clear, practical approach to uncovering client goals, assessing mutual fit, and communicating the value of coaching.Â
Learn how to confidently invite an appropriate next step and explore alternatives when a discovery call isn’t an option. Whether you’re preparing for your first call or refining your approach, you’ll leave with strategies you can use in your next prospective client conversation.
Coaches at all experience levels are welcome, with foundational guidance for newly certified coaches and fresh insights for those with years of practice.
Key Takeaways
| 1. |
Identify key elements of a discovery call that help prospective clients make an |
| 2. |
Apply a clear discovery call structure to explore goals, determine fit, |
| 3. |
Evaluate and refine their discovery call approach to improve clarity, |
| 4. | Explore alternative options for qualifying prospective clients and assessing mutual fit when a discovery call may not be an option. |
The session aligns with the following NBHWC competencies:
Competency 1: Coaching Presence, Relationships, and Sessions
1.3.2.3. Ask client preferred identifiers (e.g., name, nickname, pronouns, etc.)
1.5.1.5. Establish feedback mechanisms
1.5.2.5. Address accessibility issues
1.5.2.6. Ensure client understanding of agreement
1.6.6.4. Set next coach/client interaction
A downloadable resource may accompany the event and include:
- A practical framework coaches can reference during client sessions
- Strategies for navigating cultural considerations in the moment
- Guidance for addressing assumptions, cultural differences, or missteps
Can’t Attend Live? No Registration Needed!
To help us keep live webinar seats available for those who plan to participate in real time, please register only if you plan to attend the live webinar.
If you can’t attend live but would like to watch the recording, no need to register. The webinar recording will be available in our On Demand CE Library within 5 days of the live event, so you can watch it on demand at a time that works for you.
Please note: Live webinar registration will close once we reach capacity.
Thank you for helping us keep live seats available for those who plan to attend!
Details
- Date: October 7
-
Time:
10:00 am - 11:00 am
- Website: https://nbhwc.inreachce.com/details/Information/0532a604-8f8e-4415-ae84-6c98d25bbfc3