You're getting enquiries, but are you turning enough of them into paying clients?
In this short course you'll learn how to confidently lead discovery calls, communicate the value of your services and help the right potential clients take the next step.
Time to stop winging it and start leading conversations with confidence.

Your initial discovery calls aren't about convincing someone to work with you or delivering a sales pitch. It's an opportunity to have a purposeful conversation, understand what someone needs, establish whether you're the right person to help and explain what working together could look like.
When you know how to lead that conversation, everything becomes easier.
However, most therapists and health professionals have never been taught how to conduct a discovery call.
Perhaps you:
- Aren't quite sure what to ask, so you end up doing most of the talking.
- Struggle to explain the value of your services without feeling like you're selling yourself.
- Give away lots of advice before someone has even become a client.
- Feel awkward discussing fees or explaining how your services work.
- Don't know how to respond when someone hesitates or says they'll think about it.
- Finish calls wondering whether you handled them well or what you could have done differently.
It's time to do things differently. By the end of this short course you'll have a structure to follow, know the questions to ask and feel more comfortable communicating the value of what you offer. You'll also be better equipped to recognise when someone isn't the right fit, rather than feeling responsible for turning every enquiry into a client.
This 3 part short course gives you a practical approach to making the most of the enquiries you receive. Through practical exercises, guided worksheets, and mindset support, you’ll gain the confidence to connect with clients and turn enquiries into aligned, paying clients.

- Pinpoint your ideal clients and the challenges they need help with
- Clarify your message so calls feel confident and purposeful
- Build a strong foundation that makes every call flow naturally
(Includes a Strategy Worksheet to map it all out)


- Learn a step-by-step flow to guide conversations with ease
- Ask questions that uncover what clients truly need
- Lead calls that are structured, professional, and reassuring
(Includes a Call Structure Worksheet to plan your conversations)


- Calm nerves and feel confident before and during every call
- Handle objections gracefully without pressure
- Close calls naturally so the right clients feel ready to say yes
(Includes a guided meditation to strengthen inner confidence)

Imagine answering your next enquiry knowing exactly how to approach the conversation.
You'll be able to:
- Approach discovery calls with a clear plan.
- Ask better questions and listen more effectively.
- Communicate your expertise and value.
- Feel comfortable talking about your services and fees.
- Recognise opportunities to move an enquiry forward.
- End calls knowing what happens next.
- Not every enquiry will become a client, and that's okay.
The aim is to make sure you're not losing the right clients simply because you don't know how to lead the conversation.

Zoe combines a background in business and finance with more than 14 years of building businesses and supporting therapists and health professionals. She brings practical business strategy, marketing and real-world private practice experience to the training.

With 30 years of sales and business development experience, Lindsay brings extensive knowledge of sales, communication and converting opportunities into clients. Together, the training translates effective sales principles into an approach that feels natural and ethical for helping professionals.
Discovery calls are a real opportunity to grow your practice—but only if you know how to lead them. This course gives you practical tools, clear structure, and mindset support to make every call calm, confident, and impactful.
- Therapists, coaches, and health professionals who want to turn more enquiries into paying clients
- Anyone who feels nervous, unsure, or unprepared on discovery calls
- Professionals who want calls to feel calm, purposeful, and effective
If the thought of selling makes you uncomfortable, you're probably not alone. Many therapists and health professionals worry about sounding pushy, putting pressure on someone or making a potential client feel uncomfortable.
That's not what this course are about. A good discovery call is a two-way conversation. You're finding out whether you can help, giving someone the opportunity to understand what working with you involves and helping them decide whether it's right for them. You can do all of that with warmth, integrity and confidence.
You don't need a hard sales technique. You need to know what you're doing and feel comfortable doing it and that's what this course will teach you.