Playbooks & tools for coaches
Coach Playbook
Discovery call scripts
Updated August 19, 2025
If you’re a coach trying to turn attention into booked sessions, discovery call scripts can be your highest‑leverage move—when it’s built deliberately.
Outcome & Positioning
Define the transformation you promise in one sentence. Clarity here drives every tactic that follows:
- Who: your best‑fit client (e.g., new executive coaches)
- Result: the measurable change (e.g., 6 booked calls/month)
- Constraint removed: what you help them avoid (e.g., daily cold DMs)
System Overview
We’ll use a small, testable loop—message → magnet → calendar → follow‑up—instrumented with a few simple metrics so you always know what to fix next.
Step‑by‑Step Implementation
- Message: Draft a promise for a single audience and a single outcome. Validate with 5 quick customer voice calls.
- Magnet: Ship one asset aligned with the promise (template, mini‑workshop, calculator). Deliver instantly.
- Landing page: One screen, one CTA. Above the fold: promise, proof, path. Below: bullets and FAQs.
- Calendar: Offer one slot type. Require 2–3 qualification questions to protect your time.
- Follow‑up: A 5‑email sequence: story → short win → case → objection → invite. Send over 10 days.
- Review: Each week, adjust the weakest link: traffic → opt‑ins → shows → closes.
Copy & Creative That Converts
Turn outcomes into copy. Use the “Promise → Proof → Path” framework:
- Promise: “I help new health coaches book the first 10 paying clients in 8 weeks.”
- Proof: screenshots, client quotes (with permission), before/after statements.
- Path: a simple 3‑step process that demystifies your method.
Example Scenario
A career coach replaces a 60‑minute webinar with a 25‑minute workshop, adds a calendar CTA midway, and sends 3 reminders. Attendance rises 35%, bookings triple from 3 to 9 in two weeks.
Instrumentation (the only numbers that matter)
| Metric | Target | Fix if low |
| Landing page → Opt‑in | 25–45% | Message clarity, proof, friction |
| Opt‑in → Show‑up | 50–70% | Reminders, calendar time options |
| Show‑up → Close | 20–40% | Qualification, offer clarity, next step |
Common Pitfalls
- Too many CTAs or offers at once
- Copy that talks features instead of client outcomes
- No in‑between steps (magnet → call) to warm leads
- Measuring vanity metrics instead of bookings
30‑Minute Action Plan
- Write the promise sentence.
- Pick one channel (LinkedIn, email list, partnerships).
- Publish one landing page and connect your calendar.
- Schedule five quick customer voice calls this week.
Keep Going
Key Takeaways
- Simplify to one audience, one promise, one CTA.
- Ship small experiments weekly; improve the weakest link.
- Tell case stories; make the next step obvious.