Discovery Call Checklist for Health Professionals

A guide to structuring discovery calls that convert.

As a health professional, there are many ways to sell your products and services, but the most common way is through discovery calls. They are arguably the most important conversation you will have when it comes to converting leads into paying clients.

Discovery Call Checklist for Health Professionals

A guide to structuring discovery calls that convert.

Discovery Call Checklist for Health Professionals

A guide to structuring discovery calls that convert.

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What's inside

A simple framework and checklist that will help you have more effective discovery calls that generate more opportunities and paying clients.

Discovery calls matter

This call is often the first conversation you will have with a client and it will set the tone for the entire relationship, which is why it is so important to get it right. If you can master the art of a discovery call, you'll be booking clients left, right and center.

Our 4-step framework

With discovery calls you have a lot to accomplish in 15 to 30 minutes, which is why you need a solid framework in place that converts. We've developed a powerful four-step framework for conducting discovery calls that will help you cover the most important information while also converting leads into paying clients naturally and with ease.

Cues checklist

We've provided you with a checklist broken down by cues to help you have a natural, relaxed conversation that doesn't need to feel pushy or salesy at all. When you approach it from a place where you are serving instead of selling, we can guarantee it will feel so much better to you.

About the contributors

Abigail Hopkins

Co-founder

A Registered Nurse and Culinary Nutrition Expert on a mission to make the world a healthier, happier place through simple, fun and accessible food.

Ashley Savué

Growth Lead

A Holistic Nutritionist and Wellness Chef passionate about using evidence-based nutrition to prove that healthy eating doesn't have to suck.

Discovery Call Checklist for Health Professionals

A guide to structuring discovery calls that convert.