Struggling with discovery calls? Wondering how to avoid wasted time with clients who aren’t the right fit? In today’s episode, we welcome back business strategist Joanna Sapir to break down the power of pre-qualifying clients for smoother, more effective sales calls.
Joanna shares actionable strategies for wellness practitioners to ensure their discovery calls are not just effective but empowering, for both the coach and the client. She covers how to identify ideal clients, use pre-call filters, and conduct calls that feel natural and effective.
Key Takeaways:
- Discovery Calls as Connection Tools: Joanna emphasizes that discovery calls are not just sales calls but opportunities to connect and filter ideal clients.
- Pre-Qualification: Learn how to use filters and applications to pre-screen clients, saving you time and energy.
- Speaking Their Language: Joanna explains why capturing the exact words clients use during calls can improve your marketing messaging.
- Avoiding Common Mistakes: Tips on keeping calls focused, structured, and free from overwhelming coaching advice.
- Neutral Mindset: How to stay neutral and service-driven during discovery calls, avoiding desperation or pressure tactics.
Resources & Action Steps:
- Use pre-qualification forms to screen clients before calls.
- Create a call structure with a script to guide conversations.
- Record language clients use during calls for marketing purposes.
- Practice a neutral mindset for empowering client decisions.
About Joanna Sapir:
Joanna Sapir is a business strategist for holistic practitioners, particularly those that integrate multiple modalities.
Joanna’s special ability is in helping practitioners set up repeatable systems and processes in their businesses to serve their clients more powerfully, enroll committed long-term clients, and create steady income and cash flow.
She has been a teacher and trainer for more than twenty years, from the classroom to the gym floor and now to wellness practices across the world.
Born and raised in the San Francisco Bay Area, she is a mother of two, a USA Masters National Champion in Olympic-style Weightlifting, and the host of the Business Revolution for Practitioners podcast.
Follow Joanna:
Website: www.joannasapir.com
Instagram: @joannasapir
Podcast: https://joannasapir.com/business-revolution-podcast/
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