top of page

What Is A Discovery Call? A Guide for Therapists and Coaches

Welcome to the world of holistic therapy, where the journey of healing and growth begins with a single yet pivotal step: the discovery call.

As a boutique agency owner specializing in managing Instagram accounts, email lists, and SEO for holistic therapists, I understand the significance of this initial interaction.

The discovery call is not just a preliminary chat in mental health, health and fitness, and alternative medicine.

In this fast-paced digital age, where social media marketing and online presence are essential, the discovery call is a testament to the power of personal connection.

As someone who has navigated the waters as a coach, I've seen firsthand how these calls can shape the trajectory of a therapeutic journey. They are the first crucial step in a long-term relationship, setting the tone for trust, understanding, and profound impact.

As we delve into the nuances of discovery calls, remember that this is more than a step in your marketing plan. Whether you're writing blog posts, crafting powerful offers, or engaging in social media marketing, the insights gained from discovery calls are invaluable.

They inform your marketing efforts, refine your approach, and ultimately, help you grow your practice and make a meaningful difference in the lives of those seeking your help.

A vivid and colorful poster with the phrase "WHAT IS A DISCOVERY CALL" prominently displayed at the top. The central focus is a large smartphone with a blue screen and a stylized white question mark. The background is a gradient of deep blue to bright cyan, with a multitude of communication-themed icons and a human silhouette in a phone call.

Table of Contents:

Introduction to Discovery Calls

Let's dive into discovery calls, a crucial part of being a great marketing coach. These calls are your first step in connecting with potential clients, which is essential in social media-driven therapy.

They're not just chats; they're where you start understanding clients' pain points and needs. As a marketing coach, you'll learn how to make these calls your secret weapon in building a successful therapy practice.

They're your chance to show how your coaching services can make a difference in someone's life, setting the stage for a long-term, impactful relationship.

The Importance of Discovery Calls

Discovery calls are the foundation of your client relationships. They're where you start building trust and understanding, which is crucial for any small business owner, especially in therapy.

These calls allow you to showcase your expertise and align your services with the client's needs.

For the client, it's their time to feel heard and decide if you're a good fit. Remember, these calls are more than just a step in the sales process; they're about starting a journey of healing and growth.

Preparing for Your Discovery Call

Preparing for your discovery call is crucial. As a marketing coach, you'll learn that knowing your client's background and needs saves time and money in the long run.

This preparation helps create a welcoming atmosphere during the call, making the potential client feel valued.

It's about setting the stage for open communication, where you can effectively address their pain points and showcase your product or service.

Conducting the Discovery Call

Conducting a discovery call is an art. Start with a warm introduction, setting a comfortable tone. Let the client share their story and what they seek in therapy. This is where your skills in active listening shine.

Discuss how your methods align with the client's needs, highlighting your unique approach. Please address any questions or concerns they have.

This helps build trust and rapport, critical elements in any successful sales and marketing strategy. Conclude by discussing the following steps, ensuring the client feels informed and eager to begin.

Here are the individual images of the professional Caucasian woman having a discovery call with digital communication icons around her. You can view and use them as needed.

Identifying Client Needs and Goals

When you're on a discovery call, a big part is figuring out what the client needs and wants from therapy.

You must understand their hopes and how your treatment can help them. It's like matching puzzle pieces – your services should fit precisely what they want.

This is super important for both of you. It helps you plan therapy that's focused and helpful.

You'll be like a detective, uncovering their needs and goals and then like a guide, showing them how you can help them on their journey.

Building Trust and Rapport

Building trust starts right from that first call. You've got to show you're more than just a therapist – you're someone on their side.

This part of the book will give you incredible tips for forming a solid bond. It's all about showing you understand and care – these are considerable skills you'll get better at, primarily if you work with a marketing coach. It's like planting a seed of trust that will grow as you work together.

Addressing Questions and Concerns

Clients often have lots of questions or might be worried about starting therapy. Your job is to answer these questions in a way that makes them feel comfortable and safe.

You should be ready for questions, from how you do your therapy sessions to keeping their stuff private.

This part will guide you on answering these questions best, ensuring your clients feel relaxed and ready to start therapy. It's a vital part of the process, ensuring they feel good about working with you.

Next Steps After the Discovery Call

After a great discovery call, it's time to discuss what happens next. This could be setting up their first therapy session or sending them more info about how you work.

This will help you determine how to end the call on a high note and prepare for the next steps. Ensuring the client is excited and transparent about starting therapy with you is essential. It's like giving them a roadmap of what to expect next.

Common Mistakes to Avoid

Even the best therapists can slip up during discovery calls. You might talk too much or not understand the client's concern. This part of the book will tell you about these common and how to avoid them.

Ensuring each call is a good experience for you and the client is essential. It's all about ensuring you're doing your best to understand and help them, setting the stage for a great therapy experience.

7 Best Sales Discovery Call Questions

  1. What made you look for a therapist or coach?

  2. What is one of the biggest challenges you're facing right now?

  3. Have you tried other therapies or coaching before?

  4. What are your goals for therapy or coaching?

  5. What does success look like for you in this process?

  6. How do you think I can help you with your goals?

  7. What's the most important thing you want from our sessions?

Q&A Section:

  1. How long should a discovery call last?

  2. Ideally, a discovery call should be around 15-30 minutes. This gives you enough time to understand the client's needs without overwhelming them.

  3. How do I prepare for a discovery call?

  4. Research your potential client, if possible, review your services, and be ready to listen more than you speak.

  5. What if the client isn't the right fit?

  6. Politely suggest other options or refer them to someone more suitable.


In conclusion, the discovery call is an indispensable tool in the arsenal of any holistic therapist looking to make a significant impact in their field. As you harness the power of discovery calls, you're not just filling slots in your schedule but building bridges of trust and understanding with potential clients.

You're laying the foundation for long-term relationships that grow your practice and enrich the lives of those you serve.

Remember, each discovery call is a unique opportunity to showcase your expertise, empathise with your client's needs, and customize your services to meet those needs effectively.

So, embrace each call with enthusiasm and openness, knowing that it could be the start of a transformative journey for both you and your client.

With each call, you're not just marketing your services; you're taking a step towards creating a healthier, more balanced world, one conversation at a time.

Book a free consultation here to learn more about how Oasis Media Collective works.


Oasis Media Collective

We transform your practice with done-with-you and done-for-you marketing, coaching, and practice consulting. We help grow your therapy practices in less than three months. 

See How Oasis Media Collective Works Here!


Oasis Resources

bottom of page