How to Follow Up Your Discovery Calls and Book More Clients

How to Follow Up Your Discovery Calls and Book More Clients

In this week's FitPro Masterclass, I break the Discovery Letter template down in detail and give you a detailed example of how it should look.

guy writing with his laptop about discovery calls

Offering a "discovery call" to potential clients is a powerful tool to gain new clients.

These free, short chats allow you to better understand your potential client and see if they are a good fit for you and your business.

If you are already doing discovery calls, then you know how important the follow up can be.

A 'no' can turn into a 'yes' later down the road, so always, always, follow up.

That's when you should use a 'Discovery Letter'.

A "Discovery Letter" should be sent within 24 hours of the call.

It typically contains the essence of the conversation that occurred during the sales call along with a proposed set of next steps.

A common structure is:

  • A detailed description of your understanding of the need and what is driving the need
  • Re-cap of any recommendations you made
  • A list of agreed upon next steps and owners. This list is one of the best ways to push things forward, especially if there are due dates attached to each next step

It's simple yet highly effective.

In this week's FitPro Masterclass podcast, I break the Discovery Letter template down in detail and give you a detailed example of how it should look.

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