Workshop - Effective Discovery Calls
How to Turn Your Initial Conversations Into Loyal Clients
This workshop helps you master discovery calls so they feel natural, ethical, and aligned with your values. You’ll learn how to confidently guide conversations that filter the right clients in (and the wrong ones out) without feeling salesy.
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How the workshop works
This month’s workshop is designed to be flexible, supportive, and realistic — because we know everyone’s schedules are different.
Step 1:
Watch the video training (from early March)
You’ll get access to Confident Discovery Calls That Convert, our three-part video series.
You can watch the videos:
- any time from the beginning of March
- at your own pace
- with the worksheets alongside them
We recommend watching them before the live session so you get the most out of the Q&A.
Step 2:
Optional watch time — 18th March (first hour)
On 18th March, we’ll open the workshop space for two hours.
The first hour is intentionally unstructured — it’s there for you if:
- you haven’t had time to watch the videos yet
- you want a quiet, protected space to focus
- you’d like to rewatch or reflect
You don’t need to attend this part live unless it’s helpful for you.
Step 3:
Live Q&A with Zoe & Lindsay (second hour)
The second hour is where we come together.
You’ll join myself and Lindsay for a live 1-hour Q&A. This is where you can:
- ask questions about the video content
- get clarity on your own discovery calls
- talk through real situations
- feel supported as you implement what you’ve learned
This is the only fully live part of the workshop.
What this means for you
✔ Watch the videos early or on the day — your choice
✔ No pressure to “keep up”
✔ Live support exactly where and when it matters
✔ A calm, spacious way to learn and integrate
This format gives you the depth of self-paced learning with the connection and reassurance of live support — without overwhelm.
About the Facilitators
Zoe founded Build It Brilliant to support professionals in the helping fields with growing and scaling their practices. Her expertise comes from a degree in business & finance, a decade of e-learning design for global firms, and another decade building her own practice. Zoe is a tech enthusiast and marketing expert with a big heart. Through Build It Brilliant, she offers guidance on business strategy, effective marketing and building recurring revenue for your business.
Mindbody Practitioner and coach with 30 years’ sales and business development experience. With a unique background in performing arts and business, Lindsay helps professionals master communication, storytelling, and client conversion. Former Managing Director at MCA New Business Development, she’s guided hundreds of businesses to sharpen messaging and close opportunities effectively.