How to Run an Effective Discovery Call

A Guide for Addiction Recovery, Mental Health, and Wellness Pros

One of the biggest questions I receive from professional service providers is what do I do when they get a potential client on the phone? It seems like a no-brainer, but when you really think about it, there is sometimes a gap between what you want to have happen on the call and what actually happens. In this article, I break down the elements of how to run an effective discovery call. I go over each of the eight steps in detail and include an easy-to-follow infographic you can use on your next call. I also have an audio version that breaks down the steps and provides some additional notes on how to make this successful.

Now, let’s jump into the details!