Discovery Call & Services Guide for Business Coaches
About this template
Introduce yourself to clients, outline your coaching packages and other offerings, and gather information prior to a discovery call with this comprehensive template. This guide presents your services and costs clearly and professionally, ensuring clients understand the value you provide. By setting clear expectations from the start, you create a transparent and professional relationship with your clients, laying the foundation for successful collaborations.
Use this template to
Promote services
Gather information
Schedule meetings
Nurture leads
What’s included
Services
Showcase your services for easier client booking.
Questionnaire
Get client input, collect project details, and set expectations ahead of—or during—any project.
Ready-to-use copy
Templates come filled with prewritten copy you can use as is or edit to match your brand and business.
Scheduling
Let clients book meetings, sessions, or appointments during your available time slots.
From the creator
Support
Learn how templates workGet help with templatesPublished
August 13, 2024
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HoneyBook
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Stop sending emails, start sending experiences
Let clients eSign from any device to keep your projects and business moving.
Set your availability so clients can book you without the back-and-forth.
Get paid and rest easy knowing you and your clients’ information is safe and secure.
Bring templates to life with your brand colors, custom fonts, imagery, and video.
Use royalty-free images within your templates to get up and running faster.
Populate information automatically to reduce repetitive and manual editing.
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