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How To Get The Most Out of a Complimentary Consultation For You and Your Coachee

Here are a few things you can do to help your potential coachee get something meaningful from the experience and raise the number of complimentary calls that turn into engagements for you!

We all know from extensive experience that complimentary calls can be a great engagement tool. They allow potential coachees to get a better understanding of coaching and a better feel for what working with you can offer them. They can also help you learn what they want coaching to help them with and determine whether they would be a good fit for you.

At AceUp, we are very proud that over 90% of our complimentary consult calls result in coaching engagements. However, we know that no matter how great a coach you are, it is unlikely that 100% of your complimentary calls will turn into paying client engagements. So, we want to suggest a few things you can do to help your potential coachee get something meaningful from the experience and raise the number of calls that turn into paid engagements for you:

  • Familiarize yourself with the coachee onboarding process.
  • Read through our Coach Intake Survey Report Guide.
  • Read over the coachee intake form that AceUp will send you via email when you are notified that you have been matched. 
  • If time allows, send a message to the coachee before the complimentary call using the in-platform AceUp messaging tool, explaining what they can expect from their conversation with you.
  • Remember that AceUp coachees may have varying backgrounds on what coaching is, and what to expect. It is helpful to start a session by asking "What do you know about coaching?" and then offer a few options for them in terms of how to run the call. Do they have questions for you already prepared? Would they like you to begin by sharing your background? Do they want to use this time for a sample coaching session? 
  • Look for ways to connect the client’s comments to what they said on their intake form. Is there a chance to take them deeper? To pause and ask them to explore, if relevant, why there’s a discrepancy between what they wrote on the form and what they’re telling you? Are there opportunities to help them reach insights about their priorities that they’ll find meaningful and powerful?
  • Even in a short call, look for ways that you can help them turn those insights into either goals or opportunities for you to align with them and help them see what’s possible in situations they may have felt incapable of changing.
  • Look for ways to get them excited about those possibilities and of what they could achieve if they work with you.

Example Call 1

Example Call 2

Still Need Help?

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