Are Free Consultation Calls Costing You More Than They’re Worth? Here is A Smarter Way to Attract High-Value Clients

The Toolkit includes the following:
- Essential templates and worksheets covering every aspect of transitioning from offering free consultation or discovery calls to implementing a pre-assessment tool, and attracting high-quality clients who are ready to invest.
- Ready to go system so you won’t have to start from scratch.
- A streamlined and smart process that helps you transition smoothly, save time and standardise the way you acquire clients and qualifies leads before they get access to your time.
WHAT YOU GET:
1. Transitioning from Free Consultation Calls Questionnaire
This worksheet will help you evaluate your current consultation process, identify areas for improvement and transition to a more strategic client acquisition system using a Pre-Assessment Tool.
2. 30-Day Action Plan – The No Discovery Calls Method
This 30-day action plan will guide you through the process of eliminating free consultation calls, implementing a pre-assessment tool, and attracting high-quality clients who are ready to invest. Follow these steps to streamline your client acquisition process and grow your business efficiently.
3. Email Announcement – Sequence
This is an email template that you send to your existing clients to inform then that you no longer offer free consulting and discovery calls as you’ve found a more effective way of ensuring that you are only working with the right clients.
4. Automated Email Follow-Ups for Pre-Assessment Applicants
This involves sending a sequence of automated Email Follow-Ups to pre-assessed clients to check assess whether they are the right fit or not and what do to next.
5. Content Plan: Reinforcing the Shift Away from Free Calls
This plan includes outlines of blog posts, LinkedIn articles, Facebook posts and Instagram content to educate your audience about why you’ve moved away from free consultations and how it benefits them.
6. Ideal Client Clarity Worksheet and form
This worksheet will help you clearly define your ideal client, ensuring that you attract and work with those who are the best fit for your services. Take your time to answer each section thoughtfully.
7. No Discovery Calls Method – Update Email
This email template will help you notify your clients about the changes you are making moving away from offering FREE consultation or discovery calls and using a better way to connect with the right clients and what you are using going forward.
8. Pre-Assessment Conversion Analysis
This worksheet will help you track your pre-assessment tool’s effectiveness, analyse conversion rates and refine your messaging to attract better-fit clients.
9. Resources and Tools Including Online Sources
This is a list of all the necessary resources and tools including useful online resources that you need to transition from offering free calls to a ‘no call’ system.
Considering taking the next step? Get access to the toolkit now.
If you’re ready to stop wasting time on free calls and start attracting serious, high-value clients, I’ve created The No Discovery Call Method Toolkit just for you!

