Discovery Call Template [2024]

Discovery Call Template [2024]


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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
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Discovery Call Template [2024]
Discovery Call Template [2024]

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

You’ve got a prospect that’s interested in your coaching services - congratulations!

Now what? You need to schedule a discovery call.

A discovery call is a personalized conversation offered to prospective clients to learn about their challenges. It gives your client a chance to determine if your products, programs or services could be a fit.

Being able to set up, run, and close discovery calls is critical as a coach and entrepreneur.

How to Schedule a Successful Discovery Call Step-by-step

Scheduling a discovery call with a potential client is the first step to building a successful coaching relationship.

These meetings are your chance to get to know the prospect and introduce them to your coaching business. It is a great opportunity for both parties to get to know each other and determine if you are going to work well together.

The discovery call sets the tone for the entire relationship, both pre- and post-sale. A successful call can lead to a mutually beneficial partnership, while a poorly executed one can result in wasted time and disappointment.

In this article, we will outline a step-by-step guide to scheduling and conducting a successful discovery call.

Discovery Call Preparation

To begin building a successful coaching relationship, prep for your initial conversations.

It is important to have a clear understanding of both your own coaching services and the specific needs of your client. Research their industry, company, and goals. Show that you are invested in their success by learning as much as you can pre-call.

Use the research you gather to build a call agenda that includes questions about the company or person you’re talking to. It is your job to help guide the prospect through your coaching services.

Scheduling Your Discovery Call

If you don’t put it in the calendar, it doesn’t happen!

The first step in conducting a discovery call is to book the call.

Properly plan and book a meeting with your lead so it will be worth everyone’s time. Here are a few basic steps to follow before your call:

1. Explain the call with an Agenda: Give your prospect a high-level outline and the goals for the call. This lets them know what to expect, and allows your prospect to plan any questions or research on their end.

2. Send a Calendar Invite: If planned manually, create a calendar invitation with the key information and send it to your lead. If planned online, consider using a scheduling tool - allowing you to automatically add the meeting to everyone’s calendar once your prospect books.

3. Follow up with a Reminder pre-meeting: Send an email to your prospect leading up to the call as a gentle reminder. Make sure to re-share any specific meeting link and the meeting time.

This call is designed to uncover the prospect’s pain points and goals. Ultimately, the questions asked during a discovery call will determine if the prospect is a fit for your coaching services.

Conducting the Discovery Call

When conducting the call, it is important to be friendly, engaging, and attentive.

The first few minutes of a discovery call can set the tone for the rest of the meeting. Start by quickly reviewing your agenda so it’s clear to your prospect that you respect their time and needs.

Make sure to introduce yourself and explain your coaching services. Ask the potential client about their goals, challenges, and current situation. Be an active listener and take notes about what they are looking for from a coach.

From there, you’ll want to be sure to ask open-ended questions. Learning why they came to you in the first place should be your number one goal, but allowing them to explain their needs in their own words is key. Using a script can help guide your conversation.

Coaching Discovery Call Script

A discovery call script isn’t really a formal script. Instead, it is more of a plan mapping your ideal conversation. It will help strategize your opening, an introduction of your business, the questions you’ll ask, and your close.

The main purpose of a script is to add structure to your discovery call. Having a plan ensures that you acquire all the information you need to determine if the lead is qualified or unqualified.

Use the following script as a guide before your next coaching discovery call:

1.. Introduction & Building Rapport

  • Make sure you welcome your prospect to the call and greet them with enthusiasm. Establish rapport with the potential client by asking about their day.
  • Start the call by introducing yourself. Make sure to briefly explain your coaching services and experience.
  • Before getting into the call, provide an overview of the call's agenda and objectives. Make sure that you and your prospect are on the same page.

2. Goal-Setting & Situation Assessment

  • Ask the potential client about their current goals and aspirations, both personal and professional. Learn what their short and long-term aspirations are.
  • Understand their current challenges and obstacles that are preventing them from meeting their goals.

3. Tailoring Your Coaching Services

  • Use the information gathered to tailor your coaching services to the client's specific needs.
  • Explain how your coaching can help them achieve their goals and overcome their challenges.
  • Make sure to use any data and provide real-world examples to help demonstrate value to your prospect.

4. Wrap up the call

  • Begin wrapping up the call by identifying action items or next steps.
  • Thank the client for their time and reiterate your interest in working together.
  • Ask if they have any final questions or concerns before ending the call.

5. Next steps

  • After the call, send the client a meeting summary of the call. Make sure to include any additional resources or materials that may be useful to them.
  • Follow up on your action items to continue moving your prospect along the sales cycle.

As you have more and more discovery meetings, you will learn what does and doesn’t work for your prospects. Consider developing different scripts and approaches for each buyer persona you have. The questions and needs for one target audience might be irrelevant for another.


The first thing you’ll want to do after ending the discovery call is track the important details from your conversation. Add this information to your CRM to prepare for follow up with your potential client.

Use the meeting notes to send them an email summarizing the key points discussed during the call. If it went well, make sure to reiterate your interest in working together and include details for next steps. If it was not a fit, make sure you still thank the prospect for their time and consideration.

Make sure to include any additional resources or materials that may be useful to your prospect - pricing, program duration, what to expect out of each coaching session, and so on.

Follow up your discovery calls with Bonsai

A discovery call is hopefully the first step of your coaching relationship. After meeting, you will better understand your client’s needs and what they are looking for in a coach.

Once your prospect is ready to become a client, you can use Bonsai’s Coach Contract Template to create the perfect coaching agreement.

Bonsai is a full-stack business management software platform enabling coaches and tens of thousands of entrepreneurs around the world every day. We are offering a free 7 day trial for a limited time! Try it out and take your coaching business to the next level.

Frequently Asked Questions
Questions about this template.

What is a coaching discovery call?

A Discovery call is your initial touchpoint with your client and allows you to set expectations, get to know one another and acquire new coaching clients

Can I use a discovery call script?

Absolutely. We recommend using our methodology to avoid improvising on this important touchpoint with your coaching clients.

How do I schedule a discovery call?

Using Bonsai you'll gain access to our professional scheduling tool with your own booking page. You can even set up coaching intake forms to learn more about your clients before even having your first discovery call!

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Discovery Call Template [2024]

First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.