15-minute Right Fit Discovery Call Template | Coaching & Consulting
Everything is structured as a checklist with short questions and quick scoring so you can make a clear decision in under 15 minutes.
No pressure.
Pure clarity.
Right fit only.
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RIGHT FIT DISCOVERY CALL TEMPLATE | 15 Minutes
Human. Simple. Clear.
STRUCTURE
- Welcome
- Understand their world
- Clarify outcome
- Assess right fit
- Next step
Time blocks
• Minute 0–2: Warm connection
• Minute 3–6: Their reality
• Minute 7–10: Their desired future
• Minute 11–13: Right fit scoring
• Minute 14–15: Next step
Example - Calendly
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SECTION 1
WELCOME (1–2 MINUTES)
Tone
Warm. Relaxed. Curious.
Script
“Good to meet you. Before we start, this call is simple. I want to understand where you are, what you want, and whether this is the right fit for you. If it is, I’ll show you the next step. If not, I’ll point you to something that supports you.”
Ask
• “Where are you calling from?”
• “How are you feeling today?”
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SECTION 2
CURRENT REALITY (3–6 MINUTES)
Goal: understand why they reached out.
Keep this simple.
Core Questions
• “What made you apply?”
• “What is happening in your life or business right now?”
• “Why now?”
• “What feels stressful, stuck, or unfulfilled?”
• “What have you already tried?”
EI “Toothache” Check
Do they have a real problem, not a curiosity?
You must hear a real “pain,” not a polite interest.
Quick Notes
Location:
Employment status:
Job:
Income range:
Partner involved (yes/no):
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SECTION 3
DESIRED FUTURE (7–10 MINUTES)
Goal: see if they have vision and desire.
Questions
• “If we met again in 3 months, what would need to shift for you to feel proud?”
• “What outcome are you hoping for?”
• “What would this unlock for you?”
• “What matters most to you right now?”
Experience Check
• “Have you done retreats, mentoring, or self-development work before?”
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SECTION 4
RIGHT FIT SCORING (11–13 MINUTES)
This decides everything.
Score each from 1–10:
Urgency /10
Timing /10
Desire /10
Pain (Toothache) /10
Interest /10
Commitment /10
Awareness of you/your brand /10
Economics Check
• “Would you be open to a deposit to secure a space?”
(25 percent is the benchmark)
Readiness Check
• “If we work together, are you willing to do 1 hour per week of homework?”
If no, they are not a fit.
Advisor Leverage
• They must be a 5/10 (self-driven)
• You can take them to 7–8/10 with support
Disqualification Filters
If any are true → not a fit
• No pain
• No urgency
• No economics
• Low commitment
• Misaligned values
• Crisis state
• Wants magic without work
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SECTION 5
NEXT STEP (14–15 MINUTES)
If they are a yes-fit
Script
“Thank you for sharing. Based on everything you’ve said, you are the type of person who gets results in this work. The next step is simple. I’ll send you the link to enroll, choose your payment option, and I’ll walk you through the onboarding.”
Share
• Stripe link (full or payment plan)
• Onboarding flow
• WhatsApp community link
• Calendar link for first session
If they are a “not now”
Script
“Based on where you are, this doesn’t feel like the right moment. Here’s what I recommend instead…”
Send
• A free resource
• A video
• A lighter offer
• Future check-in date
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DISCOVERY CALL NOTES TEMPLATE
Use this in Google Docs or Notion.
I would reccomend opening a project in GPT ot LLM, and add notes as you do the call for each client. Just copy and paste this and begin.
—
Name:
Date:
Offer they applied for:
CURRENT REALITY
Reason for exploring:
Why now:
Pain points:
Stress/blocks:
What they’ve tried:
Partner involved:
BACKGROUND
Location:
Employment status:
Job role:
Income range:
DESIRED FUTURE
3-month outcome:
Bigger vision:
Why this matters:
Experience with coaching/retreats/self-development:
READINESS
Can commit 1 hr/week: Yes/No
Deposit available: Yes/No
SCORING
Urgency /10
Timing /10
Pain /10
Desire /10
Interest /10
Commitment /10
Awareness /10
ECONOMICS
Can put 25 percent deposit: Yes/No
FIT DECISION
Fit / Not Fit / Future Fit
NEXT STEP
Stripe link sent: Yes/No
Onboarding sent: Yes/No
WhatsApp group added: Yes/No
First call booked: Yes/No
Notes:
—
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Ask GPT to create
• a Google Form version of this
• a Lovable “Apply → Discovery Call” funnel
• a Google Doc you can duplicate for every client
• a Notion CRM template for tracking calls
• an AI agent that evaluates the applicant before the call