The First Step to Clients

Apr 5
18:22

2005

David Wood

David Wood

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Getting people to go from 'hello' to 'let me sign up as your client' can be a big ask - especially when they don't know what coaching is! So I always suggest you do an 'Introductory' or 'Exploratory' session first - no cost and no obligation. But how do you offer this? And so that they say 'yes'? In this article I'll explain exactly how to get plenty of trial sessions, which is the first step to plenty of clients.

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Change Your Perspective
Firstly,The First Step to Clients Articles are you trying too hard?
It can be useful to make a shift from: "I need to get people as ongoing clients", to "Let's see how many introductory sessions I can provide this year".
Come from a place of service. The sessions are very fulfilling, and great fun!
Prospect has asked what you do, or what coaching is - now what?
Most of these tips assume you're at some kind of party or networking function, but they can work for anywhere:

1) Keep your answers short and let them drive it e.g. "I'm a coach". They'll usually ask follow up questions.
2) Speak of what you do for people, not about what coaching is

e.g. "I move people forward" "I work with professionals to grow their business" "I help women expand their community of friends" "I do A, B and C for people"
3) They've asked 'How does it work?' Great. You might like to use Agassi or Tiger Woods as an example. They have coaches. It's not fixing their game, it's about being even better - or having even more in your life.
4) Another answer to this question might be: "I look for what's missing. Some people come to me for direction; some want accountability, so that stuff gets done. Others can simply use support or a sounding board. (Others are focus, inspiration and challenge)
5) Another great answer is: "If you could do anything, what's the number one thing you would change in your life?".
Put it back on them - after all, that's what coaching is.
6) Many people will say "that's interesting". Don't let this pass. Ask them "What about it do you find interesting?" and go from there.
7) Other great questions: "Have you ever considered working with a coach?" "If you had your own coach, what would you get started on first?"
The Invitation
Sometimes all it takes to set up the session is for you to invite them to have one! (I know - rocket science, right?)
Sample:
"What I usually do for people who are interested in coaching, is set up a 20-30 minute chat to talk about their goals, and give them an experience of being coached. I don't mind if they become clients or not; it helps me develop my skills, and it's one way I develop referrals. No charge. Would you be interested that?"

OK - time to set up some introductory sessions!
By David Wood and Geoff Grist
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