Use it to assess basic fit

A discovery call can clarify the client's goal, your scope, practical eligibility and whether a fuller intake or booked session is the right next step.

Keep the promise narrow

State the duration and what the call does not include. It is not a full coaching session, therapy appointment, diagnosis or emergency assessment.

Offer an alternative

Some professionals work better with a paid first session or written enquiry. Choose the route that fits your profession, risk level, demand and working style.

Review the conversion and cost

Track attendance, suitable follow-on bookings and time spent. Stop or redesign the call when it attracts the wrong requests or repeatedly becomes unpaid delivery.