Certified to Clients

EP14 | How to Stop Losing Discovery Calls Before They Start: The 4-Touchpoint Booking System


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Most coaches think their problem is the call. It's not. They're losing the sale days before the call ever happens.

You sent the link. They picked a time. And then you waited. And in that quiet stretch between when someone books and when you actually meet — the person who was ready to say yes 3 days ago is now the person trying to remember why they booked in the first place.

That window is where most discovery calls are lost. And most coaches don't even know it exists.

Your booking system is not a scheduler. It's the first real experience your potential client has of working with you. And what it communicates between yes and the call matters more than what you say in the first 10 minutes of the call itself. Because by the time the call starts, the decision about whether you're professional, whether you're prepared, whether they trust you — that's already mostly made. It got made in the window we're building today.

In this episode we build the 4 touchpoints that decide whether someone shows up ready to say yes or shows up wondering why they're there. Most coaches are missing all 4.

What You Will Learn

  • Why every reschedule and no-show is revenue you already won quietly walking out the door
  • The 3 jobs every touchpoint between yes and the call has to do — keep recognition warm, prepare them for the conversation, set the tone for working with you
  • What goes in the immediate confirmation that holds the recognition they felt on your page
  • How to write 4 to 6 ICA-generated intake questions that pre-qualify the wrong people out and prepare you for the right ones
  • Why the 24 hour pre-call email is the most-skipped and most-powerful piece of the sequence
  • The 1 hour day-of ping that pulls them into the reality of the call so they actually show up
  • The thread that connects all 4 touchpoints and makes you feel familiar before you even say hello

Your Next Move

Write the 4 touchpoints today. The immediate confirmation. 4 to 6 ICA-generated intake questions. The 24 hour pre-call email. And the day-of ping.

Add them to the document you've been building. The whole thing should take about an hour. And it's going to change your show-up rate, your conversion rate, and the energy of every call you take from here on out.

At This Point You Should Have

ICA sentence, gross revenue target, named methodology, complete 8-component offer, a page that leads with the right person's problem, and a booking sequence that warms the call before the call. 6 steps complete out of 9.

Related Episodes

EP05-EP08 — Build Your ICAEP09 — Your Gross Revenue TargetEP10 — The MethodologyEP11 — The Offer FoundationEP12 — Make the Offer IrresistibleEP13 — Your PageEP15 — Contracts and Payment (next)

Work With Me

If you've built all 6 steps and you're still not converting, it's almost always 1 of 3 things. The intake questions aren't specific enough. The 24 hour email is missing. Or the page and the booking sequence are speaking 2 different languages. Book a call at certifiedtoclients.com/call and we'll run your full sequence end to end and find the gap.

To understand the full Certified to Clients program, the 9-step sequence from ICA through your first 5 clients: certifiedtoclients.com/program

Ready to apply: certifiedtoclients.com/apply

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If this episode named the dead air between your bookings and your calls, follow Certified to Clients wherever you listen. And send it to a coach who's getting bookings but watching them ghost, reschedule, or show up cold.


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Certified to ClientsBy Jamella Waller