Book a discovery call

Book a discovery call

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Book a discovery call

A page for coaches and consultants who start every client relationship with a free call. Visitors fill in a short form about themselves and their team, and the page explains exactly what happens next: when you will reply, how the call runs, what to bring and what it costs (nothing). A testimonial and a few quick answers calm the nerves of first-time buyers. Choose your own form on import, adjust the call length and steps to match how you work, and link to it from your sales pages.

Edit with the page builder Contact and booking Coaching Public page

Shown with sample content for Clearpath Coaching. Add it to your site from Content > Page Library in your Control Panel, then make it your own.

Free 30-minute discovery call

Let's talk about where you are as a leader

Tell me a little about you and your team. I'll reply within one business day with times that work, and we'll spend half an hour on what would help you most.

Request your call

Less than 6 months
1 to 4
The First-Time Manager Program

Request my call

Dana on a video call with a client

Good to know

  • 30 minutes on Zoom or by phone
  • Completely free, with no obligation
  • Calls Monday to Thursday, 8am to 4pm MT
  • Questions first? Email hello@example.com

What happens on the call

No sales script. Just a useful conversation, whether or not we end up working together.

1. Where you are

We'll start with your role, your team and what prompted you to reach out. Most people find this part useful on its own.

2. What's in the way

We'll dig into the one or two challenges that matter most right now, whether that's a tricky report, your boss or your own workload.

3. A first step

You'll leave with at least one specific thing to try with your team this week, even if we never speak again.

4. Whether we fit

If I think the program, 1:1 coaching or Circle would help, I'll say which and why. If none of them fit, I'll point you somewhere better.

How to get the most from it

  • Find a quiet half hour where you won't be interrupted. Your car counts.

  • Think of one recent moment at work where you weren't sure what to do as a manager.

  • If your company might pay, have a rough idea of your training budget or who approves it.

  • Come as you are. There's nothing to prepare and nothing to sign.

I nearly didn't book the call because I thought it would be a hard sell. It wasn't. Dana helped me plan a conversation with my director in twenty minutes, and I signed up for the program the next week because I wanted more of that.

KKevin OseiOperations Manager, Colorado Springs

Quick answers

Is the call really free?

Yes. There's no charge and no obligation, and I won't add you to a marketing list unless you ask to join it.

Who will I be speaking to?

Me, Dana Whitfield. I take every discovery call myself.

Can I book a call for my whole management team?

Yes. Choose "Coaching for my company's managers" in the form and I'll suggest a short call with you and whoever makes the decision.

What if I need to reschedule?

Just reply to the confirmation email and we'll find another time. It happens all the time.

Use this page

Make it yours in a few minutes

  1. Find it in your Control Panel. Go to Content > Page Library and search for "Book a discovery call".
  2. Add it to your site. Choose a title and a department. The page arrives as a draft, with its pictures copied to your site and your site's name already in place.
  3. Change the words and pictures. Open it in the page builder, replace the sample text and images with your own, and make it live when you are ready.

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