So You've Got Discovery Calls — Now What?
Discovery calls are one of the most powerful tools in a career coach's arsenal — and one of the most consistently fumbled. The difference between a coach who converts 20% of their discovery calls and one who converts 60% isn't necessarily talent, credentials, or even price. It's process. It's knowing how to guide a conversation with intention, build genuine trust, and make the path to "yes" feel like the most natural thing in the world.
Setting the Stage Before You Say Hello
Pre-Call Research and Personalization
Intake Forms That Actually Do Their Job
The Confirmation Sequence That Reduces No-Shows
Streamlining Your Intake Process with the Right Tools
Let Technology Handle the Repetitive Stuff
This is where Stella, the AI robot employee and phone receptionist, becomes genuinely useful for coaches. Stella answers phone calls 24/7, collects prospect information through conversational intake forms during the call, and stores everything in a built-in CRM with custom fields, tags, AI-generated contact profiles, and notes — so that when you sit down for a discovery call, your prospect's information is already organized and waiting for you. She can also handle call forwarding and voicemail summaries with push notifications, meaning no lead slips through the cracks while you're mid-session with another client. For coaches who operate primarily online, Stella handles the phone side of your business with the same professionalism as an in-house receptionist, without the overhead.
Running a Discovery Call That Actually Converts
Ask More Than You Talk
Handling Objections Without Flinching
The Close That Doesn't Feel Like a Close
Quick Reminder About Stella
Stella is an AI robot employee and phone receptionist designed to help businesses like yours run more smoothly. She answers calls around the clock, collects intake information conversationally, manages your CRM, and ensures no prospect ever reaches your voicemail and disappears. At $99/month with no upfront hardware costs, she's the kind of support that pays for itself quickly — especially when a single converted discovery call can be worth thousands.
