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How to Use Discovery Calls to Find Clients
Episode 4814th January 2021 • Holistic Business Matters • Helen Harding
00:00:00 00:12:19

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Do you speak to your clients before you work with them? Is it just an informal chat with you waiting to see if they book in with you? If this sounds familiar, you’re missing out on an amazing opportunity.

Discovery or exploration calls are a brilliant way to get to know potential clients, and importantly let them know how you can help them.

Having a plan for your calls will help you and your prospective client make the most of your time together.

  • (01:30) What is a discovery call?
  • (02:12) What a discovery call is not
  • (02:49) Booking a discovery call
  • (04:33) Prepare clients for the call
  • (05:19) Have a plan for your call
  • (09:58) Are they right for you?
  • (10:50) Follow up

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